Lee Siler
Lee Siler is a registered investment advisor at Siler Wealth Management, based in Longwood, FL, with 37 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 647 clients with $170M 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 $250K | 1.85% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Advisory fees are negotiable at the advisor’s discretion. For ongoing Estate Planning support, an additional 0.15% to 0.25% may be added to the annual management fee schedule.
Fee Estimator
Location
100 Crown Oak Centre Drive, Longwood, FL, 32750
Get directionsHistory
Regulatory History (7)
Employment Separation After Allegations
May 2017Customer Dispute
May 2006Regulatory
March 2005Customer Dispute
June 2001Customer Dispute
February 2001Customer Dispute
December 2000Regulatory
June 1990Other Business ActivitiesSells Insurance
Lee owns rental real estate since 2008, spends minimal time on music and music production through SFG Entertainment Services, and is the owner/principal and licensed agent for Executive Insurance of Central FL, focusing on life and fixed insurance, dedicating minimal time to each. Lee is also a member of Portfolio Tax and Accounting, LLC, spending minimal time on tax preparation.
Employment History
Current Registrations
Siler Wealth Management
Previous Registrations
International Assets Advisory, LLCBroker
Primary Capital, LLCBroker
Kalos Capital, INC.Broker
Brookstone Securities, INC.Broker
Merrimac Corporate Securities, INC.Broker
Empire Financial Group, INC.Broker
Roan-Meyers Associates, LPBroker
Fas Wealth Management Services, INC.Broker
Corporate Securities Group, INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
Titan/value Equities Group, INC.Broker
Thomas James Associates, INC.Broker
J. W. Gant & Associates, INC.Broker
Thomas James Associates, 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.