Daurene Lee
Daurene Lee is a CFP-designated registered investment advisor at Gsp Financial Strategies, based in Las Vegas, NV, with 25 years of industry experience. Daurene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 16 clients with $8.3M 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 | 1.50% |
Fees are non-negotiable.
Fee Estimator
Location
2700 E Sunset Rd, A12, Las Vegas, NV, 89120
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2014Employment Separation After Allegations
February 2008Customer Dispute
May 2007Customer Dispute
July 1995Other Business ActivitiesSells Insurance
Daurene is involved in fixed insurance sales, pre-paid legal services, and is a licensed real estate agent through Daurene Lee, LLC. The insurance sales and real estate activities are investment-related.
Employment History
Current Registrations
Gsp Financial Strategies
Previous Registrations
Commonwealth Financial Network
State Registrations2 states
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.