Dongjoon Lee is a CFA, CFP-designated registered investment advisor at American Wealth Management, based in Reno, NV, with 12 years of industry experience. Dongjoon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 897 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and lower fees may be available for larger accounts.
Fee Estimator
Location
570 Hammill Lane, Reno, NV, 89511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Since 2012, Dongjoon has been an investment committee board member for the Community Foundation of Northern Nevada. He also lectures at the University of Nevada, Reno since 2016, dedicating about 10-20% of his time, and serves as an investment committee chair for Nevada Area Council Inc. Boy Scouts of America since 2020.
Employment History
Current Registrations
American Wealth Management
Previous Registrations
Schultz Financial Group Incorporated
Schultz Financial Group Incorporated
State Registrations5 states
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