Chester Lee
Chester Lee is a registered investment advisor at Merit Financial Advisors, based in Dodgeville, WI, with 19 years of industry experience. Chester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B 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 | 2.50% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
Location
118 North Iowa Street, Dodgeville, WI, 53533
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2006Customer Dispute
December 2005Other Business Activities
Chester is a member of Store N Stuff MiniWarehouse Business, LLC, a self-storage business, since 2005. He spends about a quarter of his time on all aspects of the business.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
Pillar Wealth Management CO.
Ing Financial Partners, INC
American General Securities, Incorporated
American General Securities, Incorporated
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.
Exams
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