Carter Lee is a CFA-designated registered investment advisor at Lenape Investments, LLC, based in West Chester, PA, with 12 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees are non-negotiable.
Fee Estimator
Location
West Chester, PA
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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 →Other Business Activities
Carter volunteers on the investment committees for The Tatnall School and Mount Cuba Center. He dedicates minimal time to these activities, overseeing the investment management of their endowments.
Employment History
Current Registrations
Lenape Investments, LLC
Previous Registrations
Montchanin Asset Management, LLC
State Registrations2 states
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