Kevin Lee is a CFA-designated registered investment advisor at Seal Cove Capital LLC, based in Palo Alto, CA, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $120M 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% |
Fees may be negotiable based on account size, client relationship, workload, and complexity of assets managed.
Fee Estimator
Location
Palo Alto, CA
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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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Kevin works as a consultant for Kevin K. Lee Consulting, performing due diligence and ongoing evaluation for an alternative investment manager. He spends about a quarter of his time on this, with a portion of that time during trading hours.
Employment History
Current Registrations
Seal Cove Capital LLC
State Registrations1 state
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