Calvin Lennberg
Calvin Lennberg is a registered investment advisor at Advanced Investments, based in Highlands Ranch, CO, with 12 years of industry experience. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 112 clients with $74M 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 $40K | 2.00% |
| $40K - $80K | 1.50% |
| $80K - $150K | 1.25% |
| $150K - $1.5M | 1.00% |
| $1.5M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fee Estimator
Location
Highlands Ranch, CO
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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 →Other Business Activities
Calvin is a contractor for Advanced Investments, a registered investment advisor firm.
Employment History
Current Registrations
Advanced Investments
State Registrations1 state
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