William Lee is a CFP-designated registered investment advisor at Advus Financial Partners, LLC, based in Winter Park, FL, with 9 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 686 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advus Financial Partners offers investment management services where fees generally range from 0.10% to 1.65% of the value of your investments. The exact fee is negotiable and depends on factors like the amount of assets managed, the complexity of your financial situation, and the frequency of meetings. Fees are billed either quarterly in advance or in arrears, as stated in your contract.
Location
631 W. Morse Blvd., Suite 115, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Advus Financial Partners, LLC
Previous Registrations
Commongood Securities LLCBroker
Cnl Securities CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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