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.
Have you met our team?
We have a wealth of experience in the financial services industry.