Hyun Lee is a registered investment advisor at Taylor Advisory Group, based in Fresno, CA, with 14 years of industry experience. Hyun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 72 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Taylor Advisory manages investments for a fee based on the size and complexity of your account, ranging from 0.75% to 2.00% per year. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee within that range. Larger relationships are often charged a lower fee within that range. Fees may be negotiable.
Location
410 W. Fallbrook Ave., Suite 202, Fresno, CA, 93711
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Regulatory History (1)
Employment Separation After Allegations
May 2017Other Business Activities
Hyun is the sole owner of SV Capital LLC, an artificial intelligence software company, since 2016. Hyun spends about 10-20% of his time developing AI software for the company.
Employment History
Current Registrations
Taylor Advisory Group
Previous Registrations
Om Pacific Capital LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.