Lee Moffatt is a registered investment advisor at E. E. Powell & Company INC., based in Seven Fields, PA, with 31 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $5.0M | 0.75% |
| $5M+ | 0.60% |
Advisory fee is negotiable depending on individual client circumstances. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
200 Northpointe Circle, Suite 304, Seven Fields, PA, 16046
Get directionsHistory
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
E. E. Powell & Company INC.
E. E. Powell & Company INC.Broker
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
Hibbard Brown & CO., INC.Broker
State Registrations18 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.