Michael Lee is a CFA-designated registered investment advisor at Wealthtrust Asset Management, LLC, based in Destin, FL, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 256 clients with $220M 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 | 1.25% |
Maximum annual fee is 1.25% for discretionary accounts and 1.55% for non-discretionary accounts. Fees are negotiable.
Fee Estimator
Location
4458 Legendary Dr., Suite 140, Destin, FL, 32541
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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
Michael occasionally contributes to Seeking Alpha, an investment website, spending minimal time when active. He is currently not actively contributing.
Employment History
Current Registrations
Wealthtrust Asset Management, LLC
Previous Registrations
Long Street Capital Management
Wildermuth Advisory, LLC
Wildermuth Asset Management, LLC
Kalos Management
Long Street Capital Management, 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
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