Lee Nysted
Lee Nysted is a registered investment advisor at Seacrest Wealth Management, LLC, based in Lake Bluff, IL, with 23 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,720 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SeaCrest Wealth Management's investment management fees are based on the value of your portfolio and are charged quarterly, in advance. The annual fee can be up to 2.00%, depending on the size and complexity of your account and the advisor providing the service. Fees may be negotiable. If you deposit or withdraw $10,000 or more during a quarter, the fee will be adjusted accordingly.
Location
Lake Bluff, IL
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
August 2015Customer Dispute
May 2007Customer Dispute
October 2000Other Business Activities
Lee owns rental property in Aruba, NV, and is involved in online music sales through Lee Nysted Music. Both activities require minimal time commitment.
Employment History
Current Registrations
Seacrest Wealth Management, LLC
Previous Registrations
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
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.