Jeremiah Lee is a registered investment advisor at Tricord Advisors, INC., based in Riverside, CA, with 6 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 552 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TriCord Advisors charges an asset-based fee for discretionary portfolio management. The exact fee schedule and percentage are determined on a client-by-client basis and set forth in the client's Investment Advisory Agreement. Fees are calculated as a percentage of the value of the account and charged quarterly in advance.
Location
6772 Magnolia Avenue, Riverside, CA, 92506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremiah is the sole owner, director, officer, and employee of TriCord Legal Services, Inc., a non-investment-related law firm providing estate planning and business-related legal services. He dedicates a few hours per week to overseeing operations and providing legal services, with some of that time during trading hours.
Employment History
Current Registrations
Tricord Advisors, 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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