Jonas Lee
Jonas Lee is a registered investment advisor at Aligne Wealth Advisors Investment Management (awaim), based in Los Angeles, CA, with 41 years of industry experience. Jonas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
1801 Century Park East, Suite 1440, Los Angeles, CA, 90067
Get directionsHistory
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
Jonas is a licensed insurance agent since 1984, dedicating minimal time to non-variable insurance sales. He is also a registered representative with LPL Financial LLC, spending minimal time on securities sales.
Employment History
Current Registrations
Aligne Wealth Advisors Investment Management (awaim)
Previous Registrations
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
G. R. Phelps & CO., INC.Broker
State Registrations1 state
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.