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Edward Lazerow

25 Years of Experience
Bethesda, MD

Edward Lazerow is a registered investment advisor at Ejl Asset Management, LLC, based in Bethesda, MD, with 25 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $95M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
19 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$94.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

EJL Asset Management charges an annual fee based on the value of your investments. The fee ranges are:

  • Equity Securities: 0.50% to 1.00% of the value of your portfolio
  • Fixed Income Securities: 0.30% to 0.50% of the value of your portfolio

These fees are negotiable.

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Location

Bethesda, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ejl Asset Management, LLC
May 2011 - Present · 15 yrs
Previous Registrations
United Capital Financial Advisers
January 2011 - May 2011 · 4 mos
Mtb Asset Management, INC.
February 2001 - May 2011 · 10 yrs 3 mos
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.