Lazarow Wealth Management offers customized portfolio management and financial planning services. For investment management, Lazarow Wealth Management builds passive, diversified portfolios tailored to each client's specific goals, risk tolerance, and time horizon. The firm also assists clients in selecting third-party money managers when appropriate. In addition to managing investments, Lazarow Wealth Management provides comprehensive financial planning covering areas such as retirement, cash flow and debt management, college savings, employee benefits, tax strategies, estate planning, and risk management. Clients can choose ongoing comprehensive planning through a monthly retainer, project-based financial planning, or hourly consulting. The firm operates as a registered investment advisor and acts in its clients' best interest.
Fee Structure
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 and calculated monthly in advance based on the ending market value of the previous month.