Dov Lasry
Dov Lasry is a CFP-designated registered investment advisor at J. Safra Asset Management Corporation, based in Aventura, FL, with 11 years of industry experience. Dov operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,955 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J. Safra Asset Management (JSAM) charges a percentage of the value of your investments for its advisory services. The specific percentage varies based on the amount invested, the investment strategy, and your risk tolerance. These fees are negotiable. The maximum fee is 1.50% annually, but fund investment management services can go up to 1.75%. Fees are typically paid quarterly.
Location
21500 Biscayne Boulevard - Suite #503, Aventura, FL, 33180
Get directionsHistory
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 →Other Business Activities
Dov works as a vice president in advisory services at J Safra Asset Management Corporation.
Employment History
Current Registrations
J. Safra Asset Management Corporation
Safra Securities LLCBroker
Previous Registrations
Hapoalim Securities USA, INC.Broker
State Registrations2 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.