Vanessa Lee is a CFP-designated registered investment advisor at Tci Wealth Advisors, INC., based in Scottsdale, AZ, with 9 years of industry experience. Vanessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 3,268 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TCI Wealth Advisors charges an annual fee based on the value of your managed accounts. There are different fee schedules for legacy clients and new clients.
Legacy Clients:
- Up to $2 million: 1.00%
- Next $3 million: 0.75%
- Over $5 million: 0.50%
New Clients:
- Up to $1,999,999: 1.00% annually (0.25% per quarter)
- $2 million and above: A retainer of $12,000 annually ($3,000 quarterly) plus a percentage of the total portfolio value:
- From $0 million to $10 million: 0.40% annually (0.10% per quarter)
- From $10 million to $20 million: 0.30% annually (0.075% per quarter)
- Above $20 million: 0.25% annually (0.0625% per quarter)
If TCI Wealth Advisors chooses to accept a client with assets below $400,000, they may charge up to 1.00% of assets under management.
Some clients may also be charged an annual retainer fee.
Location
6929 E. Greenway Parkway Ste 150, Scottsdale, AZ, 85254
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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
Tci Wealth Advisors, INC.
Previous Registrations
Vestpointe Wealth Management, LLC
State Registrations1 state
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
Additional Information
Vanessa is a board member of the Greater Phoenix Financial Planning Association, as well as a member of the Foundation Board and Investment Committee at her local church. In her free time, Vanessa enjoys hiking, gardening and spending time with her husband, Brian, and their three sons.