Johnathan Lee
Johnathan Lee is a registered investment advisor at Planmember Securities Corporation, based in Mililani, HI, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
95-119 Kamehameha Hwy, Suite A, Mililani, HI, 96789-3393
Get directionsHistory
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 ActivitiesSells Insurance
Johnathan is affiliated with Chinen & Arinaga Financial Group, Inc. for securities and insurance sales, and was an In-store Banking Specialist at Bank of Hawaii (intending to resign upon obtaining licenses), each taking nearly full-time. He also works as an NBS Certified Educator, presenting financial education, dedicating minimal time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations2 states
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