Robert Lee is a CFA-designated registered investment advisor at Doxa Capital, LLC, based in Arlington, VA, with 13 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 78 clients with $70M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
1201 Wilson Blvd, Arlington, VA, 22209
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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.
Learn about disclosures →Employment History
Current Registrations
Doxa Capital, LLC
Previous Registrations
Morgan Stanley
State Registrations4 states
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