Timothy Lee is a CFP-designated registered investment advisor at Bluestem Financial Advisors, LLC, based in Savoy, IL. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 5 more. Their firm serves 185 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bluestem Financial Advisors offers investment management as part of their open retainer service. The annual fee is based on a percentage of your net worth, billed quarterly in advance. The minimum base fee for the open retainer service is $5,000. Investment services are provided on a discretionary basis.
Contact
Timothy Lee
Location
1809 Woodfield Drive, Suite A, Savoy, IL, 61874
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bluestem Financial Advisors, LLC
State Registrations1 state
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