Philip Lee is a CFP-designated registered investment advisor at Financially in Tune, based in Stoneham, MA, with 23 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 175 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financially in Tune charges a fixed fee for investment management services, paid quarterly in advance. The fee is based on the amount of assets managed, the complexity of the engagement, financial planning needs, and the frequency of reviews and meetings. While assets are not the sole factor, the following is a guideline:
- Less than $100,000: $1,000 per year
- $100,000 to $500,000: $1,000 to $7,500 per year
- $500,000 to $1,000,000: $5,000 to $12,500 per year
- $1,000,000 to $3,000,000: $7,500 to $22,000 per year
- Over $3,000,000: Negotiated fee
Contact
Philip Lee
Location
92 Montvale Avenue, Suite 2050, Stoneham, MA, 02180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financially in Tune
Previous Registrations
Modera Wealth Management, LLC
Back Bay Financial Group, INC.
State Registrations1 state
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Exams
Additional Information
Philip Lee is a Principal & Wealth Manager at Financially In Tune, LLC, a SEC registered investment adviser; He has more than 19 years of experience working with families and individuals as a comprehensive, fee-only financial advisor, acting as a fiduciary by putting the best interests of clients first at all times.