Jongsoo Lee is a registered investment advisor at Brock Fiduciary Services LLC, based in New York, NY, with 18 years of industry experience. Jongsoo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brock Fiduciary Services manages investments for pension and profit-sharing plans, as well as trusts. Fees are negotiable and depend on the client's specific situation, including the amount of assets, type of portfolio, time involved, degree of responsibility assumed, complexity of the engagement, special skills needed, and experience.
Location
505 Park Avenue, 14th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jongsoo is a Senior Managing Director at Brock Capital Group LLC, providing strategic advisory services. This non-investment related activity takes about half of Jongsoo's time.
Employment History
Current Registrations
Brock Fiduciary Services LLC
Brock Securities LLCBroker
State Registrations3 states
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