Andrew Lamer is a registered investment advisor at Bazis Private Wealth, LLC, based in Omaha, NE, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 210 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bazis Private Wealth offers investment management through its Private Portfolio Management Program (PPM). The fees do not exceed 0.5% of the account value if the account meets the minimum of $10,000,000. If the account is less than $10,000,000, the fees range up to 1%. If the account is less than $1,000,000, the fee will not exceed 2%. Fees are negotiable.
Location
816 S. 169th Street, Omaha, NE, 68118
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 →Employment History
Current Registrations
Bazis Private Wealth, LLC
State Registrations1 state
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.