George Lee
George Lee is a CFP-designated registered investment advisor at Oak Springs Wealth Management, LLC, based in Knoxville, TN, with 21 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 82 clients with $52M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for balances over $10 million.
Fee Estimator
Location
Knoxville, TN
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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 ActivitiesSells Insurance
George is a licensed insurance agent with various insurance companies and may recommend insurance products to clients. Oak Springs permits its employees to sell insurance products to advisory clients.
Employment History
Current Registrations
Oak Springs Wealth Management, LLC
Previous Registrations
Bpv Capital Management, LLC
Morgan Keegan & Company, INC.
Amsouth Investment Management Company LLC
State Registrations2 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.