Timothy Lee is a CFP-designated registered investment advisor at Secfi Advisory Limited, based in San Diego, CA, with 4 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 88 clients with $170M 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 | Included |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Standard annual minimum fee for wealth management is $7,200, calculated on a rolling 12-month period from the effective date of the agreement but can be adjusted on a case-by-case basis.
Fee Estimator
Location
San Diego, CA
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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
Secfi Advisory Limited
Previous Registrations
Corient
Dowling & Yahnke, LLC
State Registrations2 states
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.