Ronald Lee is a CFA-designated registered investment advisor at Invision Capital Advisor, LLC, based in Belmont, CA, with 9 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 13 clients with $32M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable in certain circumstances and may vary depending on the investment strategies employed.
Fee Estimator
Location
Belmont, CA
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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
Ronald serves as an independent business/financial advisor to small/medium businesses and startups. This commitment takes less than a quarter of his time.
Employment History
Current Registrations
Invision Capital Advisor, LLC
State Registrations1 state
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