A complete list of active advisors currently associated with Lawrence J. Chazen, Inc.

Warmer can help you find a great advisor at Lawrence J. Chazen, Inc. or one who fits your needs even better.

Lawrence J. Chazen, Inc. is a state-registered independent advisory firm that provides portfolio management, financial planning and trustee services to individual clients, with services tailored to each client's goals and risk parameters. The firm primarily works with individuals who acquired wealth through inheritance or divorce and indicates a $2,000,000 minimum for opening new accounts, managing a very small number of client relationships on a discretionary basis while discussing decisions with clients before implementation. The firm follows a conservative, buy-and-hold approach that is customized by age, net worth and risk posture, typically recommending low-risk, no-load bond and stock mutual funds and avoiding frequent trading. Accounts are reviewed at least annually, the firm does not accept performance-based fees, and custody remains with clients’ banks while both client and firm receive monthly statements. What is distinctive for this advisor is its use of a negotiated fixed annual fee rather than the more common percentage-of-AUM billing, its offering of trustee services alongside advisory work, and the principal’s involvement in an external business role that the brochure notes occupies a portion of his time. The firm also reports a very small, closed client roster and states it does not accept new business, practices that set it apart from most independent solo-advisor peers.

To learn more about the advisors currently working at Lawrence J. Chazen, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.