Peter Lee is a CFP, ChFC-designated registered investment advisor at Alongside, LLC, based in Mill Creek, WA, with 20 years of industry experience. Peter 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 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client.
Fee Estimator
Location
15117 Main St, Ste 207A, Mill Creek, WA, 98012
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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
Peter sells and services fixed insurance contracts, dedicating about 10-20% of his time to this activity. He also works nearly full-time as a Senior Wealth Advisor at Thrivent Advisor Network LLC DBA Inflection Wealth Management, and owns PLEE, LLC for business expenses, requiring minimal time.
Employment History
Current Registrations
Alongside, LLC
Previous Registrations
Oakwood Capital Securities, INC.Broker
Thrivent Investment Management INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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