Lee Investment Management LLC
Lee Investment Management is an independent, fee-only, financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them.
We are Independent – Lee Investment Management is not affiliated with any brokerage firm or investment product provider. As such, we provide our advice free from the conflicts that can be associated with such firms. We act as fiduciaries in all of our activities, putting our clients’ interests first. The way it should be.
We are Fee-Only – Lee Investment Management derives its compensation solely from the clients we serve. No commissions. No trailers. No sales charges. We believe that this arrangement puts us on the same side of the table as our clients. Our fees are completely transparent to our clients. Transparency builds trust and trust is the foundation to great relationships.
We are Personal - Lee Investment Management expects its clients to be clients forever. We make every effort to understand and appreciate their individual values, needs, wants and wishes. As a client of Lee Investment Management, you will be treated with the respect and care you deserve.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.