Lacey Zavelovich is a registered investment advisor at Envestnet Pmc, based in Highland Park, IL, with 18 years of industry experience. Lacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 2,241,364 clients with $610B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.21% |
Program fees vary by portfolio type, ranging from 0.07% to 1.21% depending on the specific investment strategy selected. Fees do not include advisor fees or underlying fund expenses.
Fee Estimator
Location
Highland Park, IL
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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 →Employment History
Current Registrations
Envestnet Pmc
Previous Registrations
Portfolio Brokerage Services, INC.Broker
Cedar Capital, LLC
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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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