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Kelman Lazarov Inc
Memphis, Tennessee
5.0
2 Reviews
Kelman Lazarov Inc is a renowned investment advisory firm based out of Memphis, TN. With over 320 individual clients and an impressive $540,767,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Operating from their central office, Kelman Lazarov Inc offers comprehensive investment solutions tailored to the unique needs of each client.
While managing 401K and individual accounts account for less than 30% of their assets, Kelman Lazarov Inc possesses the expertise and capability to oversee employer funds. All of the assets they manage are handled with discretion, ensuring opt...see more
Assets Under Mgmt
$540.77M
Investment Professionals
11
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Reviews for Kelman Lazarov Inc
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