Lee Bower is a registered investment advisor at Investment Analytics, LLC, based in Cincinnati, OH, 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 Investment Management. Their firm serves 17 clients with $18M 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 $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
725 Delta Ave, Cincinnati, OH, 45226
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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.
Learn about disclosures →Other Business Activities
Lee is the CFO of Habitat for Humanity of Greater Cincinnati, providing affordable homes to first-time homebuyers. This role takes nearly full-time, with reduced hours during securities training.
Employment History
Current Registrations
Investment Analytics, LLC
State Registrations1 state
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