Jared Lee is a registered investment advisor at C2 Private Wealth, based in Novi, MI, with 2 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,066 clients with $1.8B 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% |
Advisory fee will not exceed 1.00% annually, but is negotiable on a client-by-client basis. Clients also pay a platform fee ranging from 0.00% to 0.50% and may pay an additional 0.05% for tax-loss harvesting services.
Fee Estimator
Location
29409 Haggerty Road, Suite 200, Novi, MI, 48377
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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
C2 Private Wealth
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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