Scott Lee is a CFP-designated registered investment advisor at Edward Jones, based in Inverness, FL, with 28 years of industry experience. Scott 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
103 Us Hwy 41 S, Inverness, FL, 34450
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2008Customer Dispute
July 2001Customer Dispute
November 1999Other Business Activities
Scott is a landlord for a rental property in Inverness, FL since 2008, but spends minimal time on it. He also serves as a board member for OCI, Inc. and the Florida Securities Dealers Association, dedicating minimal time to each.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations36 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.
Exams
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