Gary Lee
Gary Lee is a CFP-designated registered investment advisor at Long View Financial Services, INC, based in Spokane, WA, with 42 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 71 clients with $66M 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 | 0.80% |
The annual fee is never more than 0.8% and frequently less, depending on total assets under management. Fees are negotiable for assets over $1,500,000. Accounts are considered in total to qualify for the lowest rate possible.
Fee Estimator
Location
Spokane, WA
Get directionsHistory
Regulatory History (1)
Regulatory
January 2006Other Business Activities
Gary is the President and Portfolio Manager at Long View Financial Services, Inc., a registered investment advisor, since 2006. He also serves as a board member for the Spokane Audubon Society since 2015.
Employment History
Current Registrations
Long View Financial Services, INC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Beerbaum & Beerbaum, Financial & Insurance Services, INC
Beerbaum & Beerbaum, Financial and Insurance Services, INC.Broker
Mony Securities CORP.Broker
John Hancock Distributors, INC.Broker
State Registrations3 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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