William Lee is a CFA, CFP-designated registered investment advisor at Arq Wealth Advisors, LLC, based in Scottsdale, AZ, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 492 clients with $740M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable. There is a $2,500 minimum annual fee for the Wealth Builder service.
Fee Estimator
Location
8605 E. Raintree Dr, Ste. 240, Scottsdale, AZ, 85260
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 →Other Business ActivitiesSells Insurance
William is a managing member and 40% owner of Fun Times AZ LLC, owning a houseboat. He is also a licensed life and health insurance agent providing counsel to former clients, and a member of a rental real estate holding company.
Employment History
Current Registrations
Arq Wealth Advisors, LLC
Previous Registrations
Clarkston Capital Partners, LLC
Ironwood Investment Counsel, LLC
Lincoln Financial Advisors Corporation
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.