Romonia
Lee
Asset Allocation Strategies, LLC
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About this Advisor
Romonia Lee is a financial advisor based in Farmington, Michigan, working with Asset Allocation Strategies, LLC. Romonia has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Valuteachers, Midland National Life Insurance Company, Independent Order Of Foresters, Virginia College, Equity Services Inc, Glp Investment Services, LLC, and Asset Allocation Strategies, LLC. Romonia has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Romonia is part of Asset Allocation Strategies, LLC, which operates out of Farmington, Michigan. The firm has 26 offices and 40 employees. The firm manages assets totaling $626.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Asset Allocation Strategies, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Asset Allocation Strategies, LLC Brokerage Details
$626,742,262
40
3,756
$166,864
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Romonia Lee Work History
Glp Investment Services, LLC
Asset Allocation Strategies, LLC
Valuteachers
Equity Services Inc
Virginia College
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Independent Order Of Foresters
Midland National Life Insurance Company
Disclosures
Please visit the SEC profile of Romonia 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 Asset Allocation Strategies, LLC
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
Frisco, TX
Farmington, MI
Farmington, MI
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