Andrew Buzan is a CFA-designated registered investment advisor at Kelman Lazarov INC, based in Memphis, TN, with 15 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 552 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kelman-Lazarov (K-L) offers several investment management programs where they manage your investments for a fee. The maximum fee is 1.15% per year, charged quarterly in advance. This fee is negotiable. The programs may use mutual funds and exchange-traded funds (ETFs), some of which may have higher internal expenses. K-L may use no-transaction-fee (NTF) funds, but these may have higher expense ratios. Clients also pay transaction-related costs.
Location
5100 Poplar Ave, Ste 2805, Memphis, TN, 38137-2805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the Chief Investment Officer, Portfolio Manager, IAR, and Partner at Kelman-Lazarov, Inc., an RIA, dedicating nearly full-time hours to providing investment management and financial planning services. He also owns two rental properties, spending minimal time on each per month.
Employment History
Current Registrations
Kelman Lazarov INC
Previous Registrations
Mutual Securities, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations3 states
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