Charles Lee
Charles Lee is a CFP, ChFC-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Jupiter, FL, with 28 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
1662 N. US Hwy 1, Suite A, Jupiter, FL, 33469
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Charles is a principal and insurance agent at Lee Wealth Management LLC, offering various insurance products and financial services, taking up significantly more than full-time hours. He also engages in real estate sales and serves as a trustee for multiple family trusts.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Invest Financial CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations4 states
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.