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 Rate||For Example|
|$0 - $500,000||1.25%||Accounts valued at $250,000 will have an annual fee of $250,000 x 1.25% = $3,125|
|$500,001 - $2,000,000||1.00%||Accounts valued at $1,250,000 will have an annual fee of $1,250,000 x 1% = $12,500|