John Mckenzie
John Mckenzie is a registered investment advisor at Lazarus Wealth Management LLC, based in Alvord, TX, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 218 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Alvord, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2019Other Business Activities
John provides investment advisory services through Lazarus Wealth Management LLC, an independent investment advisor firm, dedicating full-time hours to this activity. Lazarus Wealth Management LLC is also a DBA for John's LPL business.
Employment History
Current Registrations
Lazarus Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
State Registrations13 states
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.