Lee Wealth Management was founded in 1998 out of the belief that clients deserve a trusted advisor who is passionate about helping them reach their goals. An advisor who always puts the client’s interests first and who states its fees with complete transparency so that clients could confidently evaluate the value of the service.
James Lee, the founder of Lee Wealth Management, has over 35 years of experience in the investment industry. The first decade of his career was dedicated to serving institutional investors – mutual fund and pension fund managers – with research on individual investments and industries.
Naturally, friends and family would seek investment advice from James. During these conversations, James realized that many people who were working with financial advisors were being underserved. There was little communication, little financial planning, little understanding of their portfolios and the fees they were paying, and low satisfaction.
There was a better way. And so, Lee Wealth Management was launched.
James established Lee Wealth Management as an independent Registered Investment Advisor. In doing so, he established that Lee Wealth Management would be held to a fiduciary standard of care. This means Lee Wealth Management is legally required to put the client’s interest before its own at all times and to disclose any potential conflicts of interest.
In addition, James established a clear and simple compensation structure that allows clients to know exactly how much they pay for our advice. As a fee-only advisor, Lee Wealth Management is compensated solely from fees paid its clients. No commissions, no trailers, no hidden expenses.
At Lee Wealth Management, we are passionate about helping our clients achieve their individual goals with personalized financial planning and investment management strategies.
