Advisor at Newgrange Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Newgrange Asset Management LLC
Location
Strongsville, OH
Credentials
CFP®, Series 63
Industry experience
12 years
Paul Lehman is a CFP® with 12 years of industry experience and holds a Series 63 license. He is the sole advisor at Newgrange Asset Management LLC, an independent firm based in Strongsville, OH. Newgrange Asset Management serves nine individual clients, including high-net-worth individuals, managing approximately $22 million in assets. The firm provides portfolio management and financial planning across a range of asset classes, employing both fundamental and technical analysis and utilizing options strategies alongside traditional investments.
$500,000 - $1,000,000: 0.60% $1,000,000 - $3,000,000: 0.45% $3,000,000 - $10,000,000: 0.35% $10,000,000+: Negotiable
Account minimum: $500,000 Fee-only: Fees are charged based on a tiered percentage of assets under management with rates from 0.60% to 0.35% for specified tiers; fees above $10 million are negotiable. No commissions or other compensation accepted.
Strongsville, OH
Ohio
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Lawyer
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Real estate agent
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Other specialized services
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