David Lee is a registered investment advisor at Net Financial, based in Katy, TX, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $50.0M | 0.75% |
| $50M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
24285 Katy Freeway Suite 300, Katy, TX, 77494
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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
David is a Registered Investment Advisor with Digitas Global, LLC dba Net Financial, spending nearly full-time providing investment advisory services. He is also President of All-Star Franchise Development, LLC and President, CEO and registered representative for Netshares Financial Services, LLC, spending nearly full-time on these activities.
Employment History
Current Registrations
Net Financial
Netshares Financial Services LLC
Netshares Financial Services LLCBroker
Previous Registrations
Primary Capital, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Tactical Etf Advisors
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
CueBroker
Financial West GroupBroker
Salomon Grey Financial CorporationBroker
Barron Chase Securities, INC.Broker
The Boston GroupBroker
H.J. Meyers & CO., INC.Broker
Jaron Equities CORP.Broker
First American Equities, INC.Broker
Nationwide Securities CorporationBroker
Barron Chase Securities, INC.Broker
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.