Lee Eckel is a CFP-designated registered investment advisor at Eckel Financial Advisors, based in Palm Desert, CA, with 24 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22 clients with $28M 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 | 1.00% |
Fee ranges from 0.8% to 1.0% annually. The fee is negotiable for clients with assets over $2,500,000.
Fee Estimator
Location
Palm Desert, CA
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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 →Employment History
Current Registrations
Eckel Financial Advisors
Previous Registrations
Eckel Financial Advisors
Eckel Financial Advisors
State Registrations1 state
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