Richard Lederer
Richard Lederer is a registered investment advisor at Lederer & Associates Investment Counsel, based in Long Beach, CA, with 38 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 137 clients with $240M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable depending on the size of the portfolios and market values may be combined with other family accounts in the same household. Minimum annual fees may be imposed on portfolios under $500,000. Fees for existing clients may be higher or lower than current posted rates.
Fee Estimator
Location
5305 East 2nd Street, Suite 201, Long Beach, CA, 90803-5317
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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
Lederer & Associates Investment Counsel
State Registrations1 state
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