Robin Lee Wealth Management offers investment advice, typically using low-cost ETFs and mutual funds. They also provide financial planning, including education funding, budgeting, retirement planning, and basic risk-management analysis. The firm tailors advice to each client’s goals, time horizon, risk tolerance, and circumstances.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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