Ho
Lee
Financial Engines Advisors L.L.C
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About this Advisor
Ho Lee is a financial advisor working out of Santa Clara, California who has 3 years of industry experience. Lee is an advisor for Financial Engines Advisors L.L.C. During their career, Lee has held roles at Edward Jones, Robert Half International Inc, Conifer Financial Services, Fisher Investments, LLC and Financial Engines Advisors L.L.C. Lee has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Financial Engines Advisors L.L.C is a financial advisory business headquartered in Santa Clara, CA. The investment advisory business has offices in 149 locations and a total of 1,514 people on staff. It has $242 billion in assets across its 1,594,707 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 54 charitable organizations. Of its 1,594,707 accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. The company has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules are based on which services are offered. Fees charged by Financial Engines Advisors L.L.C likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
$241,970,176,743
1,514
1,594,707
$151,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ho Lee Work History
Ho has been registered as a financial advisor for 3 years.*
Financial Engines Advisors L.L.C
Edward Jones
Robert Half International Inc
Conifer Financial Services
Fisher Investments, LLC
Fisher Investments, 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 Ho Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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