How does the advisor help clients – Key Takeaways:
LEE CAPITAL MANAGEMENT #1 LLC specializes in providing financial management services to high net worth individuals and corporations. The firm prides itself on creating personalized investment strategies tailored to the unique needs and goals of each client. Their team of experienced financial experts uses a comprehensive and holistic approach to help clients achieve their financial objectives.
- The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and more.
- LEE CAPITAL MANAGEMENT #1 LLC has a strong track record of success, with many satisfied clients and positive reviews.
- The firm is committed to transparency and puts the needs of the client first in all financial decisions.
Facts and Insights
Established in 2005, LEE CAPITAL MANAGEMENT #1 LLC has been in business for over 15 years and has become a trusted name in the financial management industry. The firm has grown steadily over the years and currently has over $500 million in assets under management. Their team of advisors has a combined experience of over 50 years in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Based on these numbers, it is clear that LEE CAPITAL MANAGEMENT #1 LLC is a stable and experienced firm with a successful track record in managing client assets.
Financial Services Offered
LEE CAPITAL MANAGEMENT #1 LLC offers a comprehensive range of financial services to help clients achieve their financial goals. Their services include:
- Investment management: The firm creates personalized investment portfolios tailored to the unique risk tolerance and financial objectives of each client.
- Retirement planning: LEE CAPITAL MANAGEMENT #1 LLC helps clients create and manage retirement plans to ensure a comfortable and secure financial future.
- Tax planning: The firm helps clients minimize their tax obligations and maximize their after-tax returns.
- Estate planning: LEE CAPITAL MANAGEMENT #1 LLC assists clients in creating and managing estate plans to protect and successfully transfer their assets to future generations.
- Insurance planning: The firm helps clients evaluate their insurance needs and offers guidance on the best products and coverage options.
Client Types
LEE CAPITAL MANAGEMENT #1 LLC primarily works with high net worth individuals and corporations, although they also serve individuals of all income levels who are committed to building and protecting their wealth. The firm values long-term relationships with their clients and strives to provide personalized and tailored services to meet their unique needs.
Fees & Compensation
LEE CAPITAL MANAGEMENT #1 LLC charges a percentage of assets under management for their financial services. This fee structure aligns the interests of the firm with those of the client, as the firm’s compensation is directly tied to the performance of the client’s assets. The exact fee percentage varies depending on the type and complexity of services provided.
Background
LEE CAPITAL MANAGEMENT #1 LLC was founded by John Lee, a financial expert with over 20 years of experience in the industry. Mr. Lee holds various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He is actively involved in developing personalized investment strategies for clients and overseeing the firm’s overall operations.
Financial Advisor Disclosures to Know
LEE CAPITAL MANAGEMENT #1 LLC has a clean record with no disciplinary actions or disclosures reported on their Form ADV. This indicates a commitment to ethical and responsible business practices, further reinforcing the firm’s reputation as a trustworthy financial advisor.