Lindsey Lee is a registered investment advisor at 9i Capital Group LLC, based in Fort Worth, TX, with 3 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 94 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. Clients can combine multiple households to receive breakpoints on their portfolios and a lower tiered schedule.
Fee Estimator
Location
Fort Worth, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lindsey owns Lindsey L33, LLC, a creative content house, and is a freelance business and marketing consultant, dedicating about a quarter of her time to each. She also works as a creative director for THNK1994 for minimal time and is the Director of Operations at Elevate Planning, spending about a quarter of her time there.
Employment History
Current Registrations
9i Capital Group LLC
Previous Registrations
Ip Financial Advisory Services LLC
State Registrations1 state
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