Lee Lindsay Miles

CFP · ChFC

Lee Miles LLC

23 Years of Experience

View SEC Summary

Firm Information

Lee Miles LLC

Compensation

Fee-Only (AUM)

Number of Advisors

2 advisors

Number of Clients

98 clients

Average Client Portfolio

$143K average

Assets Under Management

$14.0M

Fee Structure

Minimum Investment:$25K

Financial Plan Fee:$300 - $1,500

Financial planning fees are fixed and negotiable, ranging from $300 to $1,500. Asset management fees are based on a percentage of assets under management, billed quarterly in advance. For example, $100,000 is at 1.75% or $1,750. There is a minimum asset management size of $25,000, with a minimum annual fee of 1.95% of $25,000.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

3084 S 1900 W, Suite A2, Ogden, UT, 84401

Get directions

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2014

Denied

Customer Dispute

April 1997

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Lee sells fixed life insurance and annuities through Midland National Life and other companies through Lee Miles, LLC. He is also the president of Practice Management, Inc., which provides administrative services to Lee Miles LLC.