Lazarow Wealth Management (LWM) manages investment portfolios and offers financial planning services. LWM creates investment plans based on clients' goals, risk tolerance, and time horizon. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. LWM also offers investment advisory services through third-party money managers.
Assets Under Management$10M
Clients44
Advisors1
Avg. per Client$240K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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