Lara Beth Mazek

CFP

Advance Capital Management INC

10 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advance Capital Management INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

6,882 clients

Average Client Portfolio

$655K average

Assets Under Management

$4.5B

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.00%
$500K - $1.0M	0.80%
$1M+	0.65%

Households under $200,000 are subject to an additional service fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

One Towne Square, Suite 444, Southfield, MI, 48076

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History

Regulatory History (1)

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Criminal

December 2007

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Advance Capital Management INC

May 2016 - Present · 9 yrs 9 mos

Previous Registrations

Advance Capital Services, INC.Broker

September 2015 - May 2017 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.