Lara Mazek
Lara Mazek is a CFP-designated registered investment advisor at Advance Capital Management INC, based in Southfield, MI, with 10 years of industry experience. Lara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6,882 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 are subject to an additional service fee: $40 (between $1,000 - $10,000), $50 (between $10,000 - $50,000), or $100 (between $50,000 - $200,000). Fees may be negotiable.
Fee Estimator
Location
One Towne Square, Suite 444, Southfield, MI, 48076
Get directionsHistory
Regulatory History (1)
Criminal
December 2007Employment History
Current Registrations
Advance Capital Management INC
Previous Registrations
Advance Capital Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.