Patrick Lee
Patrick Lee is a registered investment advisor at Allstate Financial Advisors, LLC, based in White Lake, MI, with 30 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M 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 | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
9145 Highland Rd, White Lake, MI, 48386-2033
Get directionsHistory
Regulatory History (3)
Financial
May 2021Financial
July 2018Customer Dispute
June 2016Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Fifth Third Securities, INC.Broker
Natcity Investments, INC.Broker
Financial Network Investment CorporationBroker
Comerica SecuritiesBroker
Comerica SecuritiesBroker
Prudential Securities IncorporatedBroker
Titan/value Equities Group, INC.Broker
State Registrations6 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
- Matthew BadeAllstate Financial Advisors, LLC