Lester Antman is a registered investment advisor at Simplyrich, based in Carlsbad, CA, with 24 years of industry experience. Lester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67 clients with $440M 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 $1.0M | 0.50% |
| $1M+ | 0.20% |
There are two fee schedules based on the totality of the client’s financial situation. Fee Schedule 2 is charged at an annual rate of $3,000 plus .0.20% of assets under management. Fees may be negotiable.
Fee Estimator
Location
Carlsbad, CA
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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
Simplyrich
State Registrations2 states
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