Adam Lazarus is a PFS-designated registered investment advisor at Integrity Advisory Partners LLC, based in New York, NY, with 13 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 37 clients with $40M 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 $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Integrity retains the right to modify fees in its sole and absolute discretion, on a client-by-client basis. Factors considered include the complexity and nature of the advisory services provided, anticipated amount of assets to be placed under management, anticipated future additional assets, related accounts, portfolio style, and account composition. Integrity may combine related household accounts for fee calculation purposes.
Fee Estimator
Location
11 Broadway, Suite 615, New York, NY, 10004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam provides tax preparation, tax planning, and accounting services in a self-employed capacity. The time commitment varies throughout the year.
Employment History
Current Registrations
Integrity Advisory Partners LLC
State Registrations1 state
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