Eric Lee
Eric Lee is a registered investment advisor at Lifelong Investment Management Services LLC, based in Wailuku, HI, with 20 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 18 clients with $3.6M 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 | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Wailuku, HI
Get directionsHistory
Regulatory History (2)
Regulatory
December 2016Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Eric and his wife are landlords of a property in Maui, Hawaii, though his wife primarily manages it, requiring minimal time from Eric. Eric is also a licensed insurance agent since 2009, selling life insurance, long-term care, and annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Lifelong Investment Management Services LLC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Foundations Asset Management, LLC
Cambridge Investment Research, INC.Broker
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.