Daniel Lee is a CFA, CFP-designated registered investment advisor at Brightplan LLC, based in Las Vegas, NV, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BrightPlan offers automated investment recommendations and asset allocation strategies through its digital platform. Because BrightPlan operates on a non-discretionary basis, clients make the actual trades themselves rather than having BrightPlan manage the portfolio directly. There are no assets-under-management percentage fees charged directly to individual users when the service is provided through an employer benefit.
Location
Las Vegas, NV
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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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Daniel is employed by UC Berkeley as an instructor in the Personal Financial Planning Certificate Program. He has been in this role since January 2018.
Employment History
Current Registrations
Brightplan LLC
Previous Registrations
Plancorp, LLC
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State Registrations4 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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