TrueAdvisor
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PL
CFP
PL
CFP

Philip Lee

Strategic Advisers LLC
15 Years of Experience
Phoenix, AZ
1 DisclosureBroker
View SEC Summary
View SEC Summary

Philip Lee is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Phoenix, AZ, with 15 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3240 East Camelback Road, Phoenix, AZ, 85018-2335

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2019
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Philip is a board member for the Museum of Arizona Artist, finding and displaying art. This activity requires minimal time.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
October 2012 - Present · 14 yrs
Fidelity Brokerage Services LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
February 2020 - March 2025 · 5 yrs 1 mo
Fidelity Personal and Workplace Advisors
July 2018 - February 2020 · 1 yr 7 mos
Strategic Advisers LLC
July 2014 - July 2018 · 4 yrs
Wells Fargo Funds Management, LLC
June 2011 - October 2012 · 1 yr 4 mos
Wells Fargo Funds Distributor, LLCBroker
April 2011 - October 2012 · 1 yr 6 mos
State Registrations33 states
AKALAZCACOCTFLHIIDILINKSLAMAMDMIMNMONENHNMNVNYOHORPASCSDTXUTWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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