Andrea Lee
Andrea Lee is a CFP-designated registered investment advisor at Corevision Financial Group, based in Shelbyville, IN, with 8 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 771 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
coreVISION charges an annual fee based on the value of your portfolio, up to 1.75%. The exact fee depends on the complexity of services, the amount of assets managed, and your overall relationship with coreVISION. Fees are paid quarterly in advance. coreVISION may use independent managers, and a portion of your fee will be provided to coreVISION based on their agreement.
Location
2177 Intelliplex Dr. Ste 201, Shelbyville, IN, 46176
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
Andrea spends about 10-20% of her time on insurance sales. She also provides investment advisory services through CVFG, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Corevision Financial Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial 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.