Brenda Lee is a ChFC-designated registered investment advisor at Capital Planning, LLC, based in Bellevue, WA, with 20 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 379 clients with $680M 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 | 1.33% |
| $1.0M - $5.0M | 1.08% |
| $5M+ | 0.65% |
Schedule is for Wealth Management Services (CPC Models). Fees may differ based on relationship size, family accounts, or personal acquaintances. Grandfathered fee schedules may also apply. Investment Management Services (CPC Models) fees are: First $1M: 1.08%, Next $1M to $5M: 0.93%, Amount over $5M: 0.635%. Variable Annuity Services: Fixed percentage between 0.65% to 1.33%.
Fee Estimator
Location
10900 NE 4th Street, Suite 2300, 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 →Other Business Activities
Since 2017, Brenda has been a demonstrator for Stamp' Up, a craft business. She dedicates a few hours per week to this activity, outside of security trading hours.
Employment History
Current Registrations
Capital Planning, LLC
Previous Registrations
Capital Planning CORP
State Registrations2 states
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