Harrison Lazarus,
Harrison Lazarus, is a registered investment advisor at Harrison Lazarus Advisors, INC., based in San Francisco, CA, with 18 years of industry experience. Harrison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 35 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HLA offers comprehensive portfolio management services. The maximum annual fee charged for this service will not exceed the greater of 2% or the $9,600 minimum. Fees are billed quarterly in advance based on the value of your account on the last day of the previous quarter. Fees are negotiable and generally deducted from your managed account.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Harrison Lazarus Advisors, INC.
State Registrations1 state
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