Lee Financial Group is a wealth management firm that provides financial planning services. These services include investment analysis, tax planning, estate planning, business planning, retirement planning, education planning, budgeting, and fringe benefit analysis. Lee Financial Group does not offer asset management services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Plan: $500 - $10,000, payable one-half upon agreement and the balance upon presentation of the plan.
- Consultation Service: $150 - $350 per hour ($500 minimum), payable as invoiced.
One-Time Plan:$500 - $10,000
Hourly Rate:$150 - $350/hr
Loading...