TrueAdvisor
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YL
CFP
YL
CFP

Yueh-Hwa Lee

Verus Capital Partners, LLC
12 Years of Experience
Pasadena, CA
Broker
View SEC Summary
View SEC Summary

Yueh-Hwa Lee is a CFP-designated registered investment advisor at Verus Capital Partners, LLC, based in Pasadena, CA, with 12 years of industry experience. Yueh-Hwa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B in assets under management.

Verus Capital Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
5,642 clients
Average Client Portfolio
$406K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees are negotiable based on account complexity, composition, and expected future asset additions.

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

Location

2700 E Foothill Blvd, Pasadena, CA, 91107

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Yueh-Hwa operates under Vinepoint Advisory Group, LLC as a DBA for their LPL business since 2017. Yueh-Hwa also provides investment advisory services through Verus Capital Partners LLC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Verus Capital Partners, LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Avantax Advisory Services
October 2019 - July 2021 · 1 yr 9 mos
Avantax Investment Services, INC.Broker
October 2019 - July 2021 · 1 yr 9 mos
1st Global Advisors INC
February 2014 - October 2019 · 5 yrs 8 mos
1st Global Capital CORP.Broker
February 2014 - October 2019 · 5 yrs 8 mos
State Registrations1 state
CA
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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