Harrison Lazarus Advisors (HLA) offers investment advisory services to individuals and businesses. HLA provides comprehensive portfolio management, financial planning & consulting, and referrals to third-party money managers. HLA works with clients to understand their financial situation, goals, and risk tolerance to propose an investment approach. HLA may propose portfolios consisting of exchange traded funds, mutual funds, individual stocks or bonds, or other securities.
Fee Structure
HLA offers comprehensive portfolio management services. The maximum annual fee charged for this service will not exceed the greater of 2% or the $9,600 minimum. Fees are billed quarterly in advance based on the value of your account on the last day of the previous quarter. Fees are negotiable and generally deducted from your managed account.