William
Lee
Clarkston Capital Partners, LLC
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About this Advisor
William Lee is a certified financial planner and chartered financial analyst operating in Paradise Valley, Arizona who has 2 years of industry experience. Lee is an advisor for Clarkston Capital Partners, LLC. Their career trajectory has included roles at Ironwood Investment Counsel, LLC and Clarkston Capital Partners, LLC. Lee maintains a Series 63 license, designating them as a securities agent, and is registered to work in Arizona and Michigan. Clarkston Capital Partners, LLC is a registered investment firm based in Bloomfield Hills, MI. It has offices in two locations and a total of 37 advisors. It controls $7 billion in total assets across its 2,025 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 2,025 customer accounts, 25% are associated with high-net-worth individuals who have more than $1 million in assets. The firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees typically depend on the services provided. Fees charged by Clarkston Capital Partners, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clarkston Capital Partners, LLC Brokerage Details
$6,523,893,100
37
2,025
$3,221,676
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
William Lee Work History
William has been registered as a financial advisor for 2 years.*
Clarkston Capital Partners, LLC
Ironwood Investment Counsel, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clarkston Capital Partners, LLC
Bloomfield Hills, MI
Bloomfield Hills, MI
Paradise Valley, AZ
Bloomfield Hills, MI
Rochester, MI
Bloomfield Hills, MI
Rochester, MI
Rochester, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
