Lee Financial Associates provides financial planning and asset management services, using a third-party money manager (SEI Investments). Lee Financial helps clients select and monitor the third-party manager. Financial planning covers areas like tax, estate, retirement, and education planning. Clients can implement advice through Lee Financial, which may result in commissions for the advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
www.linkedin.com/in/jeff-lee-75724471 ·www.lfainc.com ·www.facebook.com/pages/lee-financial-associates...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.75% |
| $2.5M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.25% |
| $4.0M - $4.5M | 0.20% |
| $4.5M - $5.0M | 0.15% |
| $5M+ | 0.15% |
Fees are negotiable. The total advisory fee (including the third-party manager's fee) will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...