Michael Lederer is a registered investment advisor at Index Technologies Group LLC, based in San Francisco, CA, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 40 clients with $180M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $100.0M | 0.45% |
| $100M+ | 0.25% |
Fees are negotiable. Account values may be combined at the firm's discretion to determine breakpoints.
Fee Estimator
Location
San Francisco, CA
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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
Michael is involved with Index Technologies Group, LLC, dedicating nearly full-time hours to this investment-related activity since September 2023.
Employment History
Current Registrations
Index Technologies Group LLC
Quantum Portfolio Management, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Alamo Capital
Alamo CapitalBroker
State Registrations2 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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