Calvin Lee is a registered investment advisor at The Wealth Consulting Group, based in Austin, TX, with 31 years of industry experience. Calvin 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 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
5000 Plaza on the Lake Suite 130, Austin, TX, 78746
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Regulatory History (1)
Customer Dispute
March 2002Other Business Activities
Calvin operates his LPL business under two DBAs: Lee Financial Services, LLC (minimal time) and Lee-Sauriol Financial Services, LLC (about a quarter of his time). He also provides investment advisory services through WCG Wealth Advisors, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Intrua Financial
LPL Financial LLC
Sii Investments, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations11 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.