Michael Lee is a CFP-designated registered investment advisor at Edward Jones, based in Campbell, CA, with 19 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
901 Campisi Way Suite 300, Campbell, CA, 95008-2339
Get directionsHistory
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
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,llc
Northwestern Mutual Investment Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Comerica SecuritiesBroker
Comerica Securities
Scottrade Investment Management
Scottrade, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
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.
Exams
More Advisors
- Jeffrey Migneault, CFPEdward Jones
- Tracy Lasecke, CFPAllworth Financial, L.P.
- Michael Kearns, ChFCNorthwestern Mutual Investment Services,llc
- Aaron Sessions, ChFCState Farm Investment Management CORP.
- Dongyong Zhou, CFACharles Schwab & CO., INC.
- Rashmina Lalani, CFAStrategic Advisers LLC