Lester Mahaffey is a registered investment advisor at Mahaffey Financial LLC, based in Lancaster, PA, with 7 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, Retirement Planning. Their firm serves 13 clients with $6.4M 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 $250K | Included |
| $250K+ | 0.55% |
Clients with under $250,000 in net asset value pay a fixed fee of $100/month or $1,200/year. Clients with over $250,000 pay 0.55% of net asset value.
Fee Estimator
Location
Lancaster, PA
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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
Mahaffey Financial LLC
State Registrations1 state
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