JL
JL
Jason Lazarow is a registered investment advisor at Lazarow Wealth Management, based in Tucson, AZ, with 15 years of industry experience. Jason 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, and 1 more. Their firm serves 44 clients with $10M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
44 clients
Average Client Portfolio
$237K average
Assets Under Management
$10.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 E University Blvd, Tucson, AZ, 85705
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 2015Employment History
Current Registrations
Lazarow Wealth Management
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Fortress Investment Advisors
January 2016 - January 2017 · 1 yr
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
December 2014 - August 2015 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2011 - December 2014 · 3 yrs 4 mos
Morgan Stanley Smith Barney LLC
December 2009 - September 2011 · 1 yr 9 mos
State Registrations2 states
AZTX
Advisor
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
No exam information available for this advisor.