Lee Cox
Lee Cox is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Novi, MI, with 29 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
39555 Orchard Hill Place, Suite 600, Novi, MI, 48375
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
Lee works as an agent for AGIA selling non-securities insurance products, dedicating a few hours per week to this activity. This activity is not investment-related.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Olde Discount CorporationBroker
State Registrations7 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.