Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100.0M | 0.75% |
| $100.0M - $200.0M | 0.55% |
| $200.0M - $300.0M | 0.45% |
| $300.0M - $400.0M | 0.35% |
| $400.0M - $500.0M | 0.25% |
| $500M+ | 0.15% |
Incremental fee based on net asset levels. Advisory Fees may vary based on numerous factors including but not necessarily limited to the Clients’ unique circumstances, complexity of the account(s) and nature of the investment portfolio. These fees are often customized and may result in an alternative fee arrangement, including charging a flat fee or a fee based on a percentage of assets that differs from the Advisory Fee described above.
Fee Estimator
LFO Advisory Account fees cover investment advisory and wealth planning services, based on a percentage of assets under advisement. These fees may vary based on client circumstances and portfolio complexity, potentially resulting in alternative fee arrangements like flat fees or percentage-based fees differing from the standard advisory fee. Clients investing in Lazard Vehicles or Direct Private Investment Vehicles may incur separate fees. Clients investing in LAM Sponsored Funds will incur fees and expenses as set forth in the prospectus or offering memorandum. Advisory Clients generally require a minimum of $50 million in assets, but this may be waived at Lazard's discretion.
Areas of Practice
Advisor Information
Office location
125 Newbury St, 4th Floor, Boston, MA, 02116
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