Peter Lehrer is a CFA-designated registered investment advisor at Jacobs Levy Equity Management, based in Florham Park, NJ, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $31B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jacobs Levy charges a fee based on a percentage of the value of the assets they manage. These fees are generally charged quarterly, in arrears. The fees vary based on the investment strategy, the type and size of the account, and other factors. Fees may be negotiable for certain clients.
Location
100 Campus Drive, Florham Park, NJ, 07932-0650
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jacobs Levy Equity Management
State Registrations1 state
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