Lee Hutter is a registered investment advisor at Curated Wealth Partners, LLC, based in El Segundo, CA, with 27 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 46 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The firm can charge a fixed fee in addition to, or in lieu of, the asset-based fee where it better aligns the fee with the services provided. This alternative fee schedule may be used for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.)
Fee Estimator
Location
2101 E El Segundo Blvd., Suite 501, El Segundo, CA, 90245
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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.
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Lee is a passive owner of DLB 1446 Manhattan Beach Blvd LLC, a real estate investment company that owns an apartment building. Lee spends minimal time on this activity.
Employment History
Current Registrations
Curated Wealth Partners, LLC
Previous Registrations
Curated Wealth Partners, LLC
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Spruce Street Capital LLCBroker
Soleil Securities CorporationBroker
Wit Soundview CorporationBroker
Wit Capital CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Worldsec International Securities INC.Broker
State Registrations1 state
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.