Mia Lee Financial offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Mia Lee Financial generally limits its investment advice to fixed income securities, equities, and ETFs. They do not participate in wrap fee programs.
Assets Under Management$250K
Clients6
Advisors1
Avg. per Client$42K
Avg. per Advisor$250K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.65% |
| $50K - $200K | 0.60% |
| $200K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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