Won Lee is a registered investment advisor at Tmt Investment Adviser, based in Loveland, OH, with 1 years of industry experience. Won operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.10% |
| $200K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
Loveland, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Won works full-time as a Supply Chain Director at Procter & Gamble, a manufacturing company. He manages the end-to-end supply chain, dedicating approximately 160 hours per month to this role.
Employment History
Current Registrations
Tmt Investment Adviser
State Registrations1 state
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