Sophit Lee is a CFP-designated registered investment advisor at Docsa Capital Management, INC., based in Portage, MI, with 25 years of industry experience. Sophit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 75 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Rates shown are for the Diamond Plan. Fees are negotiable for accounts of $3,000,000 and above. Accounts invested 100% in fixed income after the first 2 years are charged 0.75% or less. The Topaz Plan offers a passive indexing strategy at 0.35% with a $700 first-year setup fee.
Fee Estimator
Contact
Sophit Lee
Location
8080 Moorsbridge Rd, Suite 200, Portage, MI, 49024
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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.
Learn about disclosures →Employment History
Current Registrations
Docsa Capital Management, INC.
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.
Exams
Additional Information
Sophit received her undergraduate and graduate degrees from the University of California, Berkeley. She brings insights from over 40 years of investment and over 29 years of financial planning experience to help clients coordinate and integrate their personal financial planning needs with their tax and portfolio considerations.
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