LM
CFA · CFP

Lee Eugene Munson

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
282 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$373.2M

Fee Structure

Minimum Investment:$1.5M
Financial Planning:Investment management only

PLLC offers a wrap-fee program where clients pay a single annual fee based on the market value of their assets. The fee covers both PLLC's services and brokerage services provided by the custodian. The fee schedule is 1.5% for assets between $250,000 and $999,999, 1.1% for assets between $1,000,000 and $4,999,999, and 0.85% for assets over $5,000,000. PLLC has a $1,500,000 asset minimum. The actual fee charged may be negotiable based on the client's assets and complexity of services.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

6100 Uptown Blvd Ne, Suite 540, Albuquerque, NM, 87110

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Portfolio Wealth Advisors
January 2008 - Present · 18 yrs
Previous Registrations
Charles Schwab & Co., INC.
May 2002 - January 2008 · 5 yrs 8 mos
State Registrations1 state
NM
Advisor
Exams
No exam information available for this advisor.