Lee Woodring is a registered investment advisor at Indivisible Partners, based in Pittsford, NY, with 30 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 676 clients with $2.1B 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 maximum advisory fee is 1.50%. Fees are negotiable on an individual basis depending on portfolio complexity and asset amount.
Fee Estimator
Location
1250 Pittsford Victor Rd., Bldg 100, Ste 120, Pittsford, NY, 14534
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2001Other Business Activities
Lee co-owns several rental properties with family members, including 216 Magnolia LLC, J&T Thompson, LLC, Jackson Square, LLC, and a Marco Island property. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Indivisible Partners
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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