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Boon Lee

12 Years of Experience
Chicago, IL

Boon Lee is a registered investment advisor at Purelight Investment Advisors LLC, based in Chicago, IL, with 12 years of industry experience. Boon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and may be reduced at Purelight's discretion based on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2700 N Hampden Ct.,, Suite 22B, Chicago, IL, 60614

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Purelight Investment Advisors LLC
May 2016 - Present · 10 yrs
Previous Registrations
Morgan Stanley
April 2013 - May 2016 · 3 yrs 1 mo
Morgan StanleyBroker
March 2013 - May 2016 · 3 yrs 2 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.