Calvin Lee is a CFP-designated registered investment advisor at Penserra Wealth Management, based in San Francisco, CA, with 17 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $2.5M 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 | 2.00% |
Annual fees are negotiated between the client and their investment advisor representative, ranging from 0.20% to 2.00%.
Fee Estimator
Location
San Francisco, CA
Get directionsHistory
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 →Employment History
Current Registrations
Penserra Wealth Management
Previous Registrations
Gamma Investing LLC
Shum Financial Group, INC.
Penserra Securities, LLCBroker
Blackrock Execution ServicesBroker
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
More Advisors
- Jonathan Masse, CFAPenserra Wealth Management
- Joshua Nowasell, CFPWells Fargo Advisors
- Matthew Schmidt, CFACerity Partners LLC
- Madeleine Mcnell, CFAIconiq Capital, LLC
- Jake Lilienstein, CFPBbr Partners, LLC
- Diana Freeburg, CFPEquita Financial Network, INC.