Paul Lehman is a CFP-designated registered investment advisor at Newgrange Asset Management LLC, based in Strongsville, OH, with 13 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 8 clients with $25M 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 | 0.60% |
| $500K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.45% |
| $3.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees for amounts above $10,000,000 are negotiable.
Fee Estimator
Location
Strongsville, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Newgrange Asset Management LLC
State Registrations1 state
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Exams
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