Assets Under Management
$128.9B
Number of Clients
5,668
Number of Advisors
34
Average Client AUM
$22.7M
AUM per Advisor
$3.8B
Compensation
Fee-Only (AUM)Fixed/Hourly
Lazard Wealth (LW), a division of Lazard Asset Management LLC (LAM), offers investment advisory and wealth planning services to wealthy families and select institutions. Services include investment advisory, wealth planning, and access to direct private investment opportunities. LW also manages Lazard Vehicles, private pooled investment vehicles.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100.0M | 0.75% |
| $100.0M - $200.0M | 0.55% |
| $200.0M - $300.0M | 0.45% |
| $300.0M - $400.0M | 0.35% |
| $400.0M - $500.0M | 0.25% |
| $500M+ | 0.15% |
Advisory Fees may vary based on numerous factors including but not necessarily limited to the Clients’ unique circumstances, complexity of the account(s) and nature of the investment portfolio.
30 Rockefeller Plaza, New York, NY, 10112