Karl
Lehman
Psi Capital Management
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About this Advisor
Karl Lehman is a financial advisor working out of Lancaster, Pennsylvania with 5 years of relevant experience. Lehman is currently employed by Psi Capital Management. During their career, Lehman has held roles at Rlh Cpa'S & Business Advisors, LLC, Rager, Lehman & Houck, P.C, Pilot Capital Management, Inc and Psi Capital Management. Lehman has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Pennsylvania. Psi Capital Management is an advisory firm that has its headquarters in Lancaster, PA. The company has offices in five locations and a total of 12 employees. It administers $243 million in assets between its 1,206 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 1,206 customer accounts, 25% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules largely depend on the services provided. Fee types charged by Psi Capital Management may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Psi Capital Management Brokerage Details
$242,653,310
12
1,206
$201,205
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
Karl has been registered as a financial advisor for 5 years.*
Psi Capital Management
Rlh Cpa'S & Business Advisors, LLC
Pilot Capital Management, Inc
Rager, Lehman & Houck, P.C
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Harrisburg, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Hanover, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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