Lazari Capital Management (LCMI) offers portfolio management services tailored to individual client goals, including investment strategy, asset allocation, and risk tolerance. LCMI also provides financial planning services, including estate, retirement, and education planning. LCMI may recommend third-party asset managers. LCMI also provides pension consulting services.
Assets Under Management$610M
Clients1,068
Advisors10
Avg. per Client$580K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$250K
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.
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