Lehrer Financial & Economic Advisory Services
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Overview
Lehrer Financial & Economic Advisory Services is a financial advisory firm located in Houston, Texas. It manages $232.0 million in assets under management across 11 client accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). Lehrer Financial & Economic Advisory Services has a small group, including 1 financial advisor. Lehrer Financial & Economic Advisory Services does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like stocks, options and bonds.
Lehrer Financial & Economic Advisory Services oversees zero of the company's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction judgments without needing the client's approval. It also has 11 non-discretionary accounts with a total of $232.0 million in assets under management. Lehrer Financial & Economic Advisory Services supervises roughly $21.1 million in assets for every customer account. An average advisor at Lehrer Financial & Economic Advisory Services manages about 11 client accounts, placing it among the more individualized financial advisor firms in the country.
Lehrer Financial & Economic Advisory Services's central office is located at 5555 Del Monte Drive, Houston, Texas 77056-4117.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lehrer Financial & Economic Advisory Services by the Numbers
$232.0 million
1
11
$21.1 million
Fee Structure
Fees for financial advice largely depend on which services are provided. Fees charged by Lehrer Financial & Economic Advisory Services most likely include some blend of the following fee structures: hourly or fixed. Lehrer Financial & Economic Advisory Services does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pension plans. Out of its 11 customers, Lehrer Financial & Economic Advisory Services's biggest client group by number of accounts is pension plans. None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lehrer Financial & Economic Advisory Services does not have any disclosures.
Please visit its Form ADV for more details.
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