Lee Redman
Lee Redman is a registered investment advisor at Custom Funds Management LLC, based in Prior Lake, MN, with 12 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. Their firm serves 44 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFM LLC charges a fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.6% to 2.0%, depending on the amount you invest and the risk profile. Higher investment amounts qualify for a lower annual rate. Fees are calculated quarterly using the average month-end balance during each quarter.
Location
Prior Lake, MN
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Regulatory History (1)
Civil Bond
May 2010Other Business Activities
Lee is a sole proprietor of Redman International, an independent distributorship for National Safety Associates and JuicePlus since 1988, selling nutritional products and air/water filters. Lee devotes minimal time to this retail business, less than 5 hours per month.
Employment History
Current Registrations
Custom Funds Management LLC
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.