Curtis Lehnert
Curtis Lehnert is a CFA-designated registered investment advisor at Cedar Ridge Investment Management LLC, based in Byron Center, MI, with 2 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 100 clients with $42M 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 | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees for traditional individually managed accounts. CRIM Active Strategy Individually Managed Accounts: - $100,000 to $500,000: 2.00% per year - $500,001 to $1,000,000: 1.75% per year - Over $1,000,001: 1.50% per year. Fee schedules may be negotiable.
Fee Estimator
Location
Byron Center, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cedar Ridge Investment Management LLC
State Registrations2 states
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