Emily Johnson
Emily Johnson is a CFP-designated registered investment advisor at Lazari Capital Management, INC., based in Hilton Head, SC, with 20 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,068 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lazari Capital Management charges an annual fee of 3.00% for portfolio management services. This fee is negotiable. Clients may terminate the agreement with 15 days' written notice. LCMI also manages the Honey Badger Opportunities Fund LP, which has a 1.5% annual fee and a 15% performance fee.
Location
Hilton Head, SC
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Emily is a licensed insurance agent in South Carolina, Georgia, and Florida, and earns commissions from selling insurance products. She also earns income as a financial consultant in divorce and is the co-owner of Johnson's Urban Farm, LLC.
Employment History
Current Registrations
Lazari Capital Management, INC.
Previous Registrations
Ritholtz Wealth Management
Polaris Capital Advisors, LLC
Spire Wealth Management, LLC
Stifel, Nicolaus & Company, Incorporated
UBS Financial Services INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 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.