Kelman-Lazarov provides discretionary investment management and personalized financial planning services to individuals, families, trusts, estates, and retirement plans. Founded in Memphis, Tennessee, the firm focuses on building diversified portfolios using strategic asset allocation, exchange-traded funds, mutual funds, and individual securities. Kelman-Lazarov offers multiple asset management programs, including specialized options for smaller accounts and legacy portfolios, alongside alternative investment strategies, direct indexing, tax-aware strategies, and box spread borrowing. In addition to portfolio management, Kelman-Lazarov offers financial planning, consulting, and retirement plan advisory services. While the firm does not enforce a strict account minimum, its services are generally designed for clients with approximately $1,000,000 or more in investable assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Maximum management fee is 1.15% per annum, negotiable at the firm's discretion. Fees are payable quarterly in advance.