Sabrina Lee is a CFP-designated registered investment advisor at Facet, based in San Rafael, CA, with 13 years of industry experience. Sabrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,741 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Facet Wealth includes investment management at no extra charge as part of your financial planning membership. Because the investment management is bundled into your flat annual membership fee, you do not pay a separate percentage of your portfolio value to have your investments managed.
Location
San Rafael, CA
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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.
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Sabrina sits on the board of a non-profit, Thriving Foundation, and helps run an AirBnB for her family, both without compensation. She has also sold her own paintings in the past, earning minimal commissions.
Employment History
Current Registrations
Facet
Previous Registrations
Grove
Private Ocean
State Registrations2 states
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
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