Alfred Lee is a registered investment advisor at Angel Oak Capital Advisors, LLC, based in Atlanta, GA, with 10 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Angel Oak manages investments for registered funds, private funds, and separately managed accounts. The fees vary depending on the type of account:
- U.S. Registered Funds: Management fees range from 0.016% to 1.35% of net assets or managed assets.
- Private Funds and 3(c)(5) Funds: Management fees range from 0.50% to 2.00%.
- Separately Managed Accounts: Management fees range from 0.10% to 1.10% (some accounts may have fees as low as 0.00% over certain asset thresholds).
Location
980 Hammond Drive, Suite 200, Atlanta, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alfred works as an Associate Vice President- Internal Wholesaler at Angel Oak Capital Advisors, dedicating full-time hours to developing relationships with financial advisors and identifying sales opportunities. He also co-owns a restaurant franchise and owns rental property, spending about a quarter of his time and minimal time on these activities, respectively.
Employment History
Current Registrations
Angel Oak Capital Advisors, LLC
Foreside Fund Services, LLCBroker
Previous Registrations
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
E*trade Securities LLCBroker
State Registrations1 state
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