Peter Lazaroff is a CFA, CFP-designated registered investment advisor at Plancorp, LLC, based in Saint Louis, MO, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,383 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plancorp charges an asset-based fee for wealth management services that combine investment management and financial planning, or for standalone investment management. Clients are generally subject to a minimum annual fee of $12,000.
Location
540 Maryville Centre Drive, Suite 105, Saint Louis, MO, 63141-5829
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is the Chief Investment Officer and a member of the Investment Committee at BrightPlan, LLC since August 2020. He also owns Lazaroff LLC, created in 2017 for his education-related activities such as writing, presentations, and his website.
Employment History
Current Registrations
Plancorp, LLC
Previous Registrations
Brightplan LLC
Acropolis Investment Management, L.L.C.
State Registrations3 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.
Exams
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