Michael
Lee
Wealthtrust Asset Management, LLC
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About this Advisor
Michael Lee is a financial advisor based in Destin, Florida, working with Wealthtrust Asset Management, LLC. Michael has previously held positions at Long Street Capital Management, Kalos Management, Wise Path LLC, Wildermuth Asset Management, Nyoobe, Inc, Long Street Capital Management, LLC, Wise Path, LLC, Blackstock, Inc, Wealthtrust Asset Management, Taff South, LLC, and Wealthtrust Asset Management, LLC. Michael has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Wealthtrust Asset Management, LLC, which operates out of Destin, Florida. The firm has 4 offices and 10 employees. The firm manages assets totaling $180.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Wealthtrust Asset Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthtrust Asset Management, LLC Brokerage Details
$180,012,386
10
657
$273,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Lee Work History
Wealthtrust Asset Management
Taff South, LLC
Wealthtrust Asset Management
Wealthtrust Asset Management, LLC
N/A
Blackstock, Inc
Nyoobe, Inc
Wildermuth Asset Management
Kalos Management
Wise Path LLC
Wise Path, LLC
Long Street Capital Management, LLC
Long Street Capital Management
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 Wealthtrust Asset Management, LLC
Destin, FL
Destin, FL
Destin, FL
Destin, FL
Destin, FL
Destin, FL
Keller, TX
Destin, FL
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