LH
LH

Lee Hyder

15 Years of Experience
Akron, OH
3 Disclosures

Lee Hyder is a registered investment advisor at Lee Hyder and Associates Wealth Management, LLC, based in Akron, OH, with 15 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Lee Hyder and Associates Wealth Management does not directly manage investments. Instead, they recommend third-party asset managers like Matson Money or Efficient Advisors.

For clients using Matson Money, the fee is up to 1.05% of assets managed, negotiable based on assets and portfolio chosen. For Efficient Advisors, the fee is up to 1.75%, also negotiable. These fees are charged quarterly in advance, and clients receive a pro-rata refund if they terminate the agreement within the quarter.

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Location

1655 W. Market Street, Suite 445, Akron, OH, 44313

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2001
Settled
Investigation
June 2001
Regulatory
June 2001
Final
Employment History
Current Registrations
Lee Hyder and Associates Wealth Management, LLC
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Signature Investments, INC.
January 2013 - April 2015 · 2 yrs 3 mos
Sicor Securities INC
January 2011 - December 2012 · 1 yr 11 mos
Global Financial Private Capital, LLC
May 2010 - January 2011 · 8 mos
State Registrations3 states
FLOHTX
Advisor

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.

Exams
No exam information available for this advisor.