How does the advisor help clients – Key Takeaways:
LAZARI CAPITAL MANAGEMENT, INC. provides financial expertise and a personalized approach to help clients achieve their financial goals. Through their comprehensive services and transparent fees, they aim to build long-lasting relationships with their clients to support their financial success.
Facts and Insights:
Here are some key facts and insights about LAZARI CAPITAL MANAGEMENT, INC. to help you understand their services and approach better.
- Founded in 1999, by financial expert John Lazari, LAZARI CAPITAL MANAGEMENT, INC. has been in the business for over two decades, providing financial advisory and management services to clients.
- As of 2021, the firm manages over $500 million in assets for a diverse range of clients, including high-net-worth individuals, families, and institutional investors.
- The firm follows a holistic approach, taking into account all aspects of a client’s financial situation and goals, to create a personalized and comprehensive financial plan.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1999 | 10 | $500 million |
Financial Services Offered:
LAZARI CAPITAL MANAGEMENT, INC. offers a wide range of financial services to help clients achieve their financial goals. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business succession planning
Client Types:
The firm caters to a diverse client base, including:
- Individuals
- Families
- High-net-worth individuals
- Trusts
- Foundations
- Institutions
Fees & Compensation:
LAZARI CAPITAL MANAGEMENT, INC. follows a transparent fee structure, with fees based on a percentage of assets under management. The firm does not charge commissions, but instead, earns fees through their services. These fees are based on the complexity of the client’s financial situation and the services provided.
Background:
The firm was founded in 1999 by John Lazari, a financial expert with over 30 years of experience in the industry. John and his team have a strong track record of helping clients achieve their financial goals and have been recognized for their outstanding service and expertise.
Financial Advisor Disclosures to Know:
Like all registered investment advisors, LAZARI CAPITAL MANAGEMENT, INC. is required to disclose any potential conflicts of interest or legal issues. The firm has a clean record with no disciplinary actions or legal proceedings against them.