Edward Levi
Edward Levi is a registered investment advisor at Lazari Capital Management, INC., based in Woodland Hills, CA, with 46 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,068 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lazari Capital Management charges an annual fee of 3.00% for portfolio management services. This fee is negotiable. Clients may terminate the agreement with 15 days' written notice. LCMI also manages the Honey Badger Opportunities Fund LP, which has a 1.5% annual fee and a 15% performance fee.
Location
6928 Owensmouth Ave., #200, Woodland Hills, CA, 91303
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Regulatory History (1)
Customer Dispute
Employment History
Current Registrations
Lazari Capital Management, INC.
Previous Registrations
Oakshore Partners, LLC
Beverly Hills Wealth Management, LLC
Morgan Stanley
Morgan Stanley & CO. Incorporated
Citigroup Global Markets INC.
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.