Lee Catalano
Lee Catalano is a CFP-designated registered investment advisor at Mediqus Asset Advisors, INC., based in Chicago, IL, with 43 years of industry experience. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 831 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1.00% charged quarterly based on average daily account balance.
Fee Estimator
Location
8750 W. Bryn Mawr, Ste 325, Chicago, IL, 60631-3655
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lee is an insurance agent selling various insurance products since 1984. This activity takes about 10-20% of their time.
Employment History
Current Registrations
Mediqus Asset Advisors, INC.
Previous Registrations
Ausdal Financial Partners, INC.Broker
LPL Financial CorporationBroker
Waterstone Financial Group, INC.Broker
American Medical Investment Company, L.P.Broker
Ama Investment Advisers, INC.Broker
The Mutual Life Insurance Company of New YorkBroker
Mony Securities CORP.Broker
First Investors CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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