Michael Lehman
Michael Lehman is a CFP-designated registered investment advisor at Premier Path Wealth Partners, LLC, based in Madison, NJ, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 463 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for portfolio management will not exceed 1.50%. Fees are negotiable depending on client circumstances and account type.
Fee Estimator
Location
7 Giralda Farms, Suite 190, Madison, NJ, 07940
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Employment History
Current Registrations
Premier Path Wealth Partners, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
PNC Brokerage CORPBroker
PNC Capital Markets, INC.Broker
State Registrations2 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.
Exams
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