Valerie Lemmon is a CFA-designated registered investment advisor at Ridgewood Investments, based in Springfield, NJ, with 13 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 268 clients with $350M 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% |
Fees are negotiable under certain circumstances, at the sole discretion of Ridgewood.
Fee Estimator
Location
623 Morris Avenue, Springfield, NJ, 07081
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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
Valerie is a partial owner of Dividend Research and Management Inc., created in October 2024. The entity serves as a holding tank for paying GDP employees and sharing administrative costs with Ridgewood.
Employment History
Current Registrations
Ridgewood Investments
State Registrations1 state
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