Christopher Lee
Christopher Lee is a CFP-designated registered investment advisor at Commonwealth Retirement Investments LLC, based in Richmond, VA, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 314 clients with $310M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25 million. For relationships less than $1,000,000, the minimum annual fee is $5,000, which may exceed 1% annually. At account inception, CRA may charge a one-time fee of up to an additional 0.25% for additional services related to onboarding.
Fee Estimator
Location
9030 Stony Point Parkway, Suite 470, Richmond, VA, 23235
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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
Commonwealth Retirement Investments LLC
Previous Registrations
Commonwealth Retirement Investments LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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