James Lee is a registered investment advisor at Jfs Wealth Advisors, LLC, based in Pittsburgh, PA, with 30 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,340 clients with $4.7B 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees are generally negotiable. Alternative schedules exist for Family Wealth Services and Investment Advisory Services.
Fee Estimator
Location
Six Ppg Place, Suite 1250, Pittsburgh, PA, 15222
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 →Other Business Activities
James is a partner in Lee-Mortens Partnership and owns rental property in Gulf Shores, AL. He spends minimal time maintaining the books and paying bills.
Employment History
Current Registrations
Jfs Wealth Advisors, LLC
Previous Registrations
H.L. Zeve Associates, 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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