Daryan Lenz is a CFP-designated registered investment advisor at Lenz Integrity Financial, based in Glyndon, MD, with 14 years of industry experience. Daryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 20 clients with $4.5M 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 | 2.00% |
The annual portfolio management fee is 2% of the market value of your assets under management. The fee is non-negotiable.
Fee Estimator
Location
Glyndon, MD
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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
Lenz Integrity Financial
Previous Registrations
Lenz Integrity Financial, L.L.C.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors CorporationBroker
State Farm Vp Management CORP.Broker
State Registrations1 state
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.