Lee
Munson
Portfolio Wealth Advisors
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About this Advisor
Lee Munson is a certified financial planner and chartered financial analyst working out of Albuquerque, New Mexico with 15 years of industry experience. Munson is currently employed by Portfolio Wealth Advisors. They have spent the entirety of their time as a financial advisor at Portfolio Wealth Advisors. Munson maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to work in New Mexico. Portfolio Wealth Advisors is a financial advisory company operating out of Albuquerque, NM. It manages $258 million in total assets between its 685 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 685 accounts, 32% are held by high-net-worth clients who have more than $1 million in assets. Portfolio Wealth Advisors has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules are based on which services the firm provides the client. Fees billed by Portfolio Wealth Advisors likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Portfolio Wealth Advisors Brokerage Details
$258,187,630
3
685
$376,916
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Lee Munson Work History
Lee has been registered as a financial advisor for 15 years.*
Portfolio, 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 Lee Munson 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 Portfolio Wealth Advisors
Albuquerque, NM
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
