Lee Scundi is a registered investment advisor at Scundi Investment Management, LLC, based in Mountain View, CA, with 16 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $500K 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 | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Fees are subject to negotiation.
Fee Estimator
Location
Mountain View, CA
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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 →Other Business Activities
Lee holds a general building Class B license and uses it in a limited side business, completing ad hoc construction projects. This takes about 10-20% of Lee's time and is not performed during trading hours.
Employment History
Current Registrations
Scundi Investment Management, LLC
Previous Registrations
Stevenson Capital Management, INC.
State Registrations1 state
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