Andrew Lehman
Andrew Lehman is a registered investment advisor at Valmark Advisers, INC., based in Fort Mitchell, KY, with 15 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B 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 | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.
Fee Estimator
Location
250 Grandview Drive, Suite 475, Fort Mitchell, KY, 41017
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Andrew receives income from the sale of fixed life insurance and disability insurance. He also has a 30% ownership interest in Broadview Holdings, Inc., dedicating about 10-20% of his time to this investment-related activity.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Broadview Financial Advisors, LLC
Focus on Success, LLC
State Registrations13 states
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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