Lee Abramovitz
Lee Abramovitz is a registered investment advisor at Prosperity Wealth Management, INC., based in Stateline, NV, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M 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 $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
Stateline, NV
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2021Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Lee is an insurance agent, spending minimal time on insurance sales. He also works nearly full-time as an RIA with Prosperity Wealth Management under the DBA Abramovitz Wealth Management, providing investment sales, advice, insurance, and financial planning.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Vanderbilt Securities, LLCBroker
Prosperity Wealth Management, INC.
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Infinity Financial Services
Infinity Financial ServicesBroker
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations7 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.