Lee Morrison is a registered investment advisor at Osaic Wealth, INC., based in Miami Lakes, FL, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Miami Lakes, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lee is a member and executive director for Gentlemen's Journal LLC, a mortgage loan originator for PS Financial Services LLC, and a board member for Miami Wind Symphony. Lee also works nearly full-time as an Investment Adviser Representative for Cornerstone Private Advisors LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations2 states
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