Stephen Lehner is a CFA-designated registered investment advisor at Lehner Capital, LLC, based in Lakeville, CT, with 8 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual asset-based management fees typically range from 1.00% to 2.00% of assets under management. Eligible qualified clients may also be charged performance-based fees ranging from 10.00% to 20.00% of net investment gains.
Fee Estimator
Location
Lakeville, CT
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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 →Employment History
Current Registrations
Lehner Capital, LLC
Ba Securities, LLC
Ba Securities, LLCBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
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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