John Lee is a CFA-designated registered investment advisor at Iris Advisors, based in New York, NY, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $24M 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 | 1.50% |
Limited negotiability of advisory fees. Iris Advisors reserves the right to charge less than the agreed fees and/or may delay the charging of fees into a later date in the future.
Fee Estimator
Location
244 Fifth Ave #2809, New York, NY, 10001-7604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Iris Advisors
Previous Registrations
Iris Advisors
State Registrations2 states
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