Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers various investment management services, including wrap fee programs and advisory services. Fees vary based on the program chosen, the amount of assets managed, and the rate negotiated with your Financial Professional. Minimum account sizes vary by program. Clients also pay separately for trade execution and third-party sub-advisors in non-wrap advisory services.
Areas of Practice
Advisor Information
Office location
9690 Deereco Road, Suite 650, Timonium, MD, 21093
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lee is involved in several business activities, including serving on the board of directors for a software company, managing member of College & University Employee Benefits Solutions, LLC, and CEO & Chairman of The L. Warner Companies, Inc. Lee also serves as a trustee for multiple trusts and is involved with Carson Scholars Fund, Inc. and Warner Sports Management, LLC.