Lee Nysted
Lee Nysted is a registered investment advisor at Seacrest Wealth Management, LLC, based in Lake Bluff, IL, with 24 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Divorce Planning, Education Planning, and 5 more. Their firm serves 1,498 clients with $1.5B 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% |
Fees vary up to 2.00% annually based on the size and complexity of the relationship. Fees are negotiable at the advisor's discretion.
Fee Estimator
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.
Exams
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