Lee Fuller
Lee Fuller is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Delray Beach,, FL, with 23 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Delray Beach,, FL
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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 ActivitiesSells Insurance
Lee is an insurance agent with Fuller Financial Solutions since 2005, and president/DBA of Fuller Financial Solutions, Inc. since 2003, spending minimal time and full-time respectively. Lee is also an Investment Advisor Representative with CIRA since 2022, spending full-time, and a board member of 1112 Ocean Terrace Condo Association since 2021, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Citigroup Global Markets INC.Broker
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.