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CFP

Lee Robinson

Lee R. Robinson & Associates
8 Years of Experience
Stockton, CA
1 Disclosure
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Lee Robinson is a CFP-designated registered investment advisor at Lee R. Robinson & Associates, based in Stockton, CA, with 8 years of industry experience. Lee 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. Their firm serves 21 clients with $3.9M in assets under management.

Lee R. Robinson & Associates
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$186K average
Assets Under Management
$3.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5250 Claremont Avenue, Suite 218, Stockton, CA, 95207

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1995
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Lee R. Robinson & Associates
March 2018 - Present · 8 yrs 7 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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