Jay Lerman, through Lerman Financial, provides financial consulting to private practice doctors, small business owners, and non-profit organizations. He uses the New Economic Order Planning Program, developed from the Doctors’ Economic Research Project, to help clients accumulate guaranteed life income and manage earnings to minimize taxes and investment risks. He does this by working with institutional providers of special design, guaranteed principal, guaranteed return, guaranteed life income financial instruments.
Assets Under Management$980K
Clients4
Advisors2
Avg. per Client$250K
Avg. per Advisor$490K
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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