Lee Turek is a registered investment advisor at First Midwest Investments, based in Winona, MN, with 17 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9 clients with $10M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fee is negotiable for accounts above $2,000,000.
Fee Estimator
Location
Winona, MN
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2014Other Business Activities
Lee owns rental real estate, dedicating minimal time to it. Lee also works as a broker, introducing bank loan participants, taking nearly full-time hours during trading and about 10-20% of their time during non-trading hours.
Employment History
Current Registrations
First Midwest Investments
Previous Registrations
Fintegra, LLC
Cantella & CO., INC.
Cantella & CO., INC.
Piper Jaffray & CO.
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.