Jungyeal Lee is a registered investment advisor at Allmerits Asset, LLC, based in Waldwick, NJ, with 2 years of industry experience. Jungyeal 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 234 clients with $19M 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 | 1.00% |
Maximum annual fee is 1.00%, billed quarterly in advance. Fees are negotiable based on account size and services provided.
Fee Estimator
Location
Waldwick, NJ
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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 →Employment History
Current Registrations
Allmerits Asset, LLC
Previous Registrations
Allmerits Asset, LLC
State Registrations1 state
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