Lauren Lehman is a CFA, CFP-designated registered investment advisor at Newedge Advisors, based in Rockville, MD, with 18 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
Rockville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lauren operates Goss Wealth Management as a DBA for her LPL business. She also co-owns a rental real estate property since 2015.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Sol Capital Management CO
Delta Financial Advisors, INC
Fsc Securities Corporation
Convergent Wealth Advisors, LLC
Lydian Wealth Management Company, LLC
Blackrock Investment Management LLC
Merrill Lynch Investment Managers LP
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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