Jae
Lee
Wealth Teams Alliance
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About this Advisor
Jae Lee is a financial advisor based in Torrance, California, working with Wealth Teams Alliance. Jae has previously held positions at Wealth Teams Alliance, Good Life International Inc, and Alphastar Capital Management, LLC. Jae has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Jae is part of Wealth Teams Alliance, which operates out of Torrance, California. The firm has 8 offices and 26 employees. The firm manages assets totaling $199.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Wealth Teams Alliance includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Wealth Teams Alliance Brokerage Details
$199,313,862
26
912
$218,546
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jae Lee Work History
Wealth Teams Alliance
Alphastar Capital Management, LLC
Good Life International Inc
Disclosures
Please visit the SEC profile of Jae 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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Torrance, CA
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