Juliane Lee is a CFP-designated registered investment advisor at Capital Analysts, based in Waterford, MI, with 42 years of industry experience. Juliane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B 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 |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
3990-B West Walton Blvd, Waterford, MI, 48329
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 Activities
Juliane is a partner in 3990-B Walton, LLC, managing building maintenance, and treasurer for Pro-Office Center, maintaining quickbooks and paying invoices. Juliane is also a representative for Michigan Benefit Financial, focusing on fixed investments and dedicating about 10-20% of her time.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Great American Advisors, INC.
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Investors Brokerage Services, INC.Broker
State Registrations10 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
More Advisors
- Ka Ma, CFPFarther
- Theodore Lakkides, CFPFinancial Freedom House
- Ryan Scherer, CFPEdward Jones
- Erin Preston, CFPPatterson Advisors
- David Patterson, CFPPatterson Advisors