Andrew Lehman is a CFP-designated registered investment advisor at Inspire Advisors, LLC, based in Dublin, OH, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.
Location
485 Metro Place South, Suite 120, Dublin, OH, 43017
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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 ActivitiesSells Insurance
Andrew is an independent licensed insurance agent since 2009, selling life, health, and accident insurance. This activity is investment-related.
Employment History
Current Registrations
Inspire Advisors, LLC
Previous Registrations
Financial Engines Advisors L.L.C.
Edelman Financial Services, LLC
Ef Legacy Securities, LLCBroker
Hamilton Capital Management INC
Edelman Financial Services LLC
Sanders Morris Harris INC.Broker
Key Investment Services LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Creative Financial Solutions, LLC
Wrp Investments, INC.Broker
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.