Alex Lee is a registered investment advisor at Allied Private Wealth, based in Boca Raton, FL, with 12 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 56 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allied Private Wealth's fee for managing your investments is a percentage of the value of your portfolio, up to 1.50%, depending on your individual circumstances. This fee is charged quarterly in advance. The fee can be negotiated.
Location
7700 Congress Ave Suite 3208, Boca Raton, FL, 33487
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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 →Employment History
Current Registrations
Allied Private Wealth
Previous Registrations
Sky Alpha Asset Advisors LLC
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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.