Lee Mcpherson
Lee Mcpherson is a CFP-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Chapel Hill, NC, with 25 years of industry experience. Lee 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 397 clients with $140M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
112 Perkins Dr Ste 600, Chapel Hill, NC, 27514-1787
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2024Customer Dispute
September 2015Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Allstate Financial Services, LLCBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
State Registrations19 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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