Alexander Lee is a CFP-designated registered investment advisor at Auxano Advisors, based in Bellevue, WA, with 31 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 724 clients with $1.8B 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 | 1.25% |
| $1M+ | 1.00% |
Fees start at 1.25% for accounts under $1 million and 1.00% for accounts of $1 million or more, and decline thereafter based on the amount managed. Fees and account minimums are negotiable based on aggregate related portfolio size and pre-existing relationships.
Fee Estimator
Location
10900 NE 4th Street, Suite 1950, Bellevue, WA, 98004
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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 →Employment History
Current Registrations
Auxano Advisors
Previous Registrations
Raymond James Financial Services
Waddell & Reed, INC.
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.
Exams
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