Lee Goss is a registered investment advisor at Cabin Advisors, LLC, based in South Pasadena, CA, with 9 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 414 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2% of assets under management. Fees are negotiated between the client and representative and may vary based on account size and services provided.
Fee Estimator
Location
807 Fremont Avenue, South Pasadena, CA, 91030
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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 →Other Business Activities
Lee is a CPA and the owner of Goss & Company, An Accountancy Corporation. Advisory services are offered and supervised through Cabin Advisors, LLC.
Employment History
Current Registrations
Cabin Advisors, LLC
Previous Registrations
Claraphi Advisory Network, 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
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