Adam Lazaro is a registered investment advisor at Everspire, based in Midvale, UT, with 5 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 836 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aegis Wealth Group charges a percentage of your portfolio each year. The fee is calculated monthly based on the average daily balance of your accounts. The amount you pay depends on the total value of all accounts managed by Aegis Wealth in your household. Clients receiving legacy services may pay different fees. Aegis Wealth may recommend wrap fee programs managed by E6 Portfolios.
Location
6900 South 900 East, Suite 200, Midvale, UT, 84047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is a First Officer and Pilot for United Airlines, currently on long-term disability leave. He also receives referral fees for directing business to TomiPlan, a financial planning company, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Everspire
Mhl InvestmentsBroker
State Registrations16 states
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.