Michael
Lee
Farther
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About this Advisor
Michael Lee is a financial advisor based in San Francisco, California with 1 year of relevant experience. Lee currently works for Farther. Throughout their career, they have worked at Trg, Ucsd Transportation, Fsc and Farther Finance Advisors. Lee holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Farther is a financial advisory company headquartered in San Francisco, CA. The company has offices in 41 locations and a total of 78 people on staff. It manages $676 million in assets across its 3,603 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 3,603 client accounts, just 13% belong to high-net-worth individuals who have more than $1 million in investable assets. Farther has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Fees for financial advisory services typically depend on which service is provided. Fee types billed by Farther typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$675,735,981
78
3,603
$187,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Michael Lee Work History
Michael has been registered as a financial advisor for 1 years.*
Farther Finance Advisors
Fsc
Trg
Ucsd Transportation
*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 Michael 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 Farther
Wilton, CT
Reno, NV
East Hanover, NJ
Moraga, CA
Atlantic Beach, FL
San Francisco, CA
San Francisco, CA
San Francisco, CA
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