Matthew Lechner is a registered investment advisor at Layline Advisors, based in Rochester, NY, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 7 more. Their firm serves 121 clients with $130M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Contact
Matthew Lechner
Location
19 Prince St., 3rd Floor, Rochester, NY, 14607
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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
Layline Advisors
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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