Anne Lee is a registered investment advisor at Church Organizers Foundation, based in Mason, MI, with 3 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 35 clients with $8.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Church Organizers Foundation (COF) charges a percentage of the assets they manage for investment advisory services. There are two fee schedules:
Standard Accounts:
- First $1 million: 1.25% per year
- Next $4 million: 1.125% per year
- Over $5 million: 1.00% per year
Endowment Accounts:
- $5,000 - $99,999: 0.00%
- $100,000 - $249,999: 0.35%
- $250,000 - $499,999: 0.45%
- $500,000 - $999,999: 0.50%
- $1,000,000 - $2,999,999: 0.55%
- Over $3,000,000: 0.60%
Location
Mason, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Church Organizers Foundation
State Registrations2 states
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