Lee Teo is a registered investment advisor at Real Advisers LLC RIA Series, based in Austin, TX, with 3 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Real Estate Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Real Advisers manages investments for a percentage of your portfolio. While the fees are negotiable, they generally range from 1% to 2% per year. Real Advisers also charges a share of capital gains, ranging from 5% to 35%.
Location
1803 West Avenue, Austin, TX, 78701
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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.
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Lee owns a real estate investing company focused on single-family homes and passively invests in syndicated commercial real estate deals. Lee also receives 20% of the firm's annual asset management fee for clients he brings in.
Employment History
Current Registrations
Real Advisers LLC RIA Series
Previous Registrations
Analog Capital Partners LLC
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.