Han-Chung Lee is a registered investment advisor at Calabazas Creek Advisors, LLC, based in San Jose, CA, with 10 years of industry experience. Han-Chung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $920K 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 | 2.00% |
The management fee is negotiable.
Fee Estimator
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Han-Chung is a Senior Data Scientist at Evolution Finance Inc, a technology platform, since 2021. He dedicates significantly more than full-time hours to this role, including time during trading hours, focusing on data analysis, modeling, and algorithm design.
Employment History
Current Registrations
Calabazas Creek Advisors, LLC
State Registrations1 state
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