facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Money carries our intention. If we use it with integrity, then it carries integrity forward.
-Lynne Twist

SRI Investment Management Only


While Financial Planning and Investment Management is my flagship service, I now offer a standalone Investment Management service for progressive socially responsible investors.

This service is ideal for you if:

  • We aren't quite the right Financial Planning match, but you want to invest in a socially responsible way. I can help you find a financial planner who will meet your planning needs, and then we can work together to develop your socially responsible investment strategy.
  • You already have a relationship with a financial planner, and want to invest a portion or all of your investments in socially responsible investments.
  • You began your relationship with Lazarus Financial Planning as a Consultation client, and now want to begin investing. 

Fees for SRI Investment Management Only:

Value of Investment Accounts
Annual Fee RateFor Example
$0 - $500,0001.25%Accounts valued at $250,000 will have an annual fee of $250,000 x 1.25% = $3,125
$500,001 - $2,000,0001.00%Accounts valued at $1,250,000 will have an annual fee of $1,250,000 x 1% = $12,500