Taiyoung Lee is a registered investment advisor at Wealthy & Wise Family Office, based in Columbia, MD, with 20 years of industry experience. Taiyoung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 188 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
InvestEd./IPM offers investment advisory services for an annual fee of 1.75% of your portfolio, charged quarterly. If your account is at least $1M, comprehensive financial planning is included at no extra cost. For accounts of at least $5M, family office services are also included. This fee is negotiable.
InvestEd./IPM also refers clients to Betterment Institutional for investment management. In this case, the standard advisory fee is 0.95% per year, also negotiable and paid quarterly.
Location
10320 Little Patuxent Pkwy., Suite 930, Columbia, MD, 21044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Taiyoung works as a consultant for Wealthy & Wise, Inc., a consultancy company for small/mid-size companies in South Korea, providing ideas and thoughts on business development. This takes a few hours per week of Taiyoung's time.
Employment History
Current Registrations
Wealthy & Wise Family Office
Previous Registrations
Ptc International Portfolio Management, INC.
State Registrations1 state
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