ML
ChFC
ML
ChFC

Michael Alan Lenick

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
982 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.01%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2025 Lititz Pike, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Rodgers & Associates
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2017 - April 2023 · 5 yrs 8 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.