Seongsoo Lee
Seongsoo Lee is a registered investment advisor at New Insight Wealth Advisors, based in San Ramon, CA, with 23 years of industry experience. Seongsoo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 356 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable. Key factors that will be used to determine the ultimate fee paid by the client include but are not limited to, assets under management, frequency of contact and overall complexity of the client’s situation.
Fee Estimator
Location
111 Deerwood Road, Suite 250, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2020Customer Dispute
October 2015Customer Dispute
January 2007Other Business Activities
Seongsoo owns a commercial condo in San Ramon, CA, purchased in 2010 to operate his Ameriprise practice. This activity generates no income.
Employment History
Current Registrations
New Insight Wealth Advisors
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
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.