Lee Revolinski
Lee Revolinski is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Green Bay, WI, with 26 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B 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 | 2.00% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
3071 Voyager Dr, Suite A, Green Bay, WI, 54311
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 ActivitiesSells Insurance
Lee is involved in non-variable insurance sales through Wealth Enhancement Group since 2019. Lee also has real estate rental activities and is a board member of the finance committee at Bethany Church.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Summit Planning Group LLC
Summit Planning Group LLC
LPL Financial LLC
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
- Gideon Hicks, CFPWealth Enhancement Advisory Services, LLC
- David Tulig, CFPWealth Enhancement Advisory Services, LLC
- Eric Flick, CFPWealth Enhancement Advisory Services, LLC
- Alan Hicks, CFP, ChFCWealth Enhancement Advisory Services, LLC
- Kyle Larson, CFPWealth Enhancement Advisory Services, LLC
- David Demeuse, CFPWealth Enhancement Advisory Services, LLC