Bryce Lee is a registered investment advisor at Simplicity Wealth, based in Spokan Valley, WA, with 2 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B 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 | 2.00% |
Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.
Fee Estimator
Location
8817 E Mission Ave, Suite 202, Spokan Valley, WA, 99212
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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 ActivitiesSells Insurance
Bryce is a co-owner and sales agent/investment advisor representative at BTL Tax and Financial Services, an accounting firm and insurance agency, dedicating nearly full-time hours, especially during tax season. He also owns a food truck (Mandy's) run by his wife and Lee Family Enterprises, an LLC for Medicare insurance renewals, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Simplicity Wealth
State Registrations4 states
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