Dudley Lehmer is a registered investment advisor at Wootton Financial Group INC, based in Conroe, TX, with 14 years of industry experience. Dudley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 309 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Game Plan Advisors charges a percentage of your portfolio as an investment management fee. The exact percentage is agreed upon by you and Game Plan, ranging from 0.25% to 3%. This fee may be modified based on the size of your portfolio, the complexity of services required, or your individual circumstances. Clients using the Turnkey Asset Management Program (TAMP) will be charged an additional asset-based fee ranging from 0.13% to 0.85%.
Location
Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX, 77304
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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.
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Dudley is the owner/CEO of Total Seminars, LLC, a computer repair training service, spending about half his time on it. He also owns Storefront Realty, LLC and GapTracker, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Wootton Financial Group INC
Previous Registrations
Eagle Mountain Advisors, LLC
Eagle Mountain Advisors LLC
State Registrations1 state
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.