Marsha Lee and Company, Inc. provides investment advice to individuals, high net worth individuals, trusts, pension plans, profit sharing plans, and other corporations and businesses. The firm offers active portfolio management, designing portfolios based on clients' investment goals and needs. The firm gathers personal information to create suitable recommendations and optimize portfolios while diversifying risk across asset classes.
Assets Under Management$33M
Clients24
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $750K | 2.00% |
| $750K - $2.0M | 1.75% |
| $2M+ | 1.75% |
Management fee may be discounted under agreement for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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