Lazarus Financial Planning (LFP) offers financial planning and investment management services to individuals and couples. LFP guides clients through understanding their financial situation, setting goals, evaluating options, developing recommendations, and ongoing monitoring. LFP also offers investment management for socially responsible investors who work with another financial planner. Jennifer Lazarus, Certified Financial Planner, is the sole owner and financial planner of the firm.
Assets Under Management$51M
Clients26
Advisors1
Avg. per Client$2M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
