Michael Lee is a CFP-designated registered investment advisor at Edward Jones, based in Campbell, CA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
901 Campisi Way Suite 300, Campbell, CA, 95008-2339
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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.
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Michael is the successor trustee for the Lee Family Trust, a role requiring minimal time unless the primary trustee is unable to fulfill their duties. He also serves as Secretary of the Board for the South Park HOA, dedicating a few hours per week to hearing and resolving homeowner grievances.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Comerica SecuritiesBroker
Comerica Securities
Scottrade Investment Management
Scottrade, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Amerivest Investment Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Dean Witter Reynolds INC.Broker
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.