Stephen Lee
Stephen Lee is a registered investment advisor at Logan Capital Management, INC., based in Newtown Square, PA, with 33 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,703 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Logan Capital charges a percentage of your portfolio's value annually for investment management. The specific percentage depends on the type of account (Growth, Value, Core, Balanced, Dividend Performers, or Fixed Income) and the total amount invested. Fees are billed quarterly in advance. Fees may be negotiable or modified based on the services provided, the amount of assets, or other circumstances.
For accounts under $10 million, the fee is 1.75% per year. For accounts over $10 million, the fee is tiered and negotiable.
Location
3843 West Chester Pike, Suite 150, Newtown Square, PA, 19073
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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
Stephen is a Managing Director, CFO, and Portfolio Manager at Logan Capital Management, Inc. He is also an insurance agent selling fixed life and fixed annuities with National Insurance, and a portfolio manager for Logan Capital Large Cap Growth Fund and Logan Capital Long/Short Fund, and treasurer for The Philadelphia Charity Ball.
Employment History
Current Registrations
Logan Capital Management, INC.
Previous Registrations
National Securities CorporationBroker
Vfinance Investments, INCBroker
Vfinance InvestmentsBroker
Mercer Securities, LTD.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.