Jeffrey Lenhart
Jeffrey Lenhart is a CFP-designated registered investment advisor at Prosperity - an Eisneramper Company, based in Springfield, MO, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,412 clients with $5B 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 | 1.50% |
Annual investment management fees range from 0.10% to 1.50% based on a percentage of assets under management. Fees are negotiable.
Fee Estimator
Location
Springfield, MO
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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
Prosperity - an Eisneramper Company
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
Edward Jones
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.
Exams
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