Ryan Lehman is a CFA-designated registered investment advisor at Integrated Capital Management, INC., based in Jessup, PA, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 926 clients with $230M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees are negotiable for accounts over $5,000,000. Maximum annual advisory fee includes iCM's management fee, and the Client Adviser (if applicable).
Fee Estimator
Location
The Tekridge Center, 50 Alberigi Drive, Suite 114, Jessup, PA, 18434
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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
Integrated Capital Management, INC.
State Registrations1 state
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