Karl
Lehman
Psi Capital Management
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About this Advisor
Karl Lehman is a financial advisor based in Lancaster, Pennsylvania, working with Psi Capital Management. Karl has previously held positions at Rager, Lehman & Houck, P.C, Pilot Capital Management, Inc, Psi Capital Management, and Rlh Cpa'S & Business Advisors, LLC. Karl has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Karl is part of Psi Capital Management, which operates out of Lancaster, Pennsylvania. The firm has 5 offices and 10 employees. The firm manages assets totaling $287.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Psi Capital Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Psi Capital Management Brokerage Details
$287,136,320
10
1,313
$218,687
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Karl Lehman Work History
Psi Capital Management
Rlh Cpa'S & Business Advisors, LLC
Pilot Capital Management, Inc
Rager, Lehman & Houck, P.C
Disclosures
Please visit the SEC profile of Karl Lehman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Psi Capital Management
Lancaster, PA
Lancaster, PA
Lancaster, PA
Harrisburg, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
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