Hung Lee is a CFA-designated registered investment advisor at Nicola Wealth Management LTD., based in Vancouver, with 5 years of industry experience. Hung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 6,153 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $20.0M | 0.45% |
| $20.0M - $40.0M | 0.45% |
| $40.0M - $60.0M | 0.40% |
| $60M+ | 0.35% |
Fee schedule is for AUM between $1,000,000 - $20,000,000 and for AUM above $20,000,000. The advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
1508 West Broadway, 5th Floor, Vancouver, V6J1W8
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nicola Wealth Management LTD.
State Registrations1 state
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