Michael
Lee
Compass Financial Management LLC
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About this Advisor
Michael Lee is a financial advisor working in New York, New York with 2 years of industry experience. Lee is an advisor for Compass Financial Management LLC. Over the course of their career, Lee has held roles at Kestra Private Wealth Services, LLC, Morgan Stanley, Kestra Financial, Inc, Commonwealth Financial Network, Investmark Advisory Group LLC, Altium Wealth Management LLC, Tiger Wealth Management and Compass Financial Management LLC. Lee has Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Florida and New York. Compass Financial Management LLC is a firm that has its headquarters in Tampa, FL. It has offices in eight locations and a total of 16 financial advisors. It has $264 million in assets between its 1,294 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,294 accounts, just 12% belong to high-net-worth individuals who have greater than $1 million in assets. The business provides a few services, including portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically are based on which services are provided. Fees billed by Compass Financial Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Financial Management LLC Brokerage Details
$263,643,489
16
1,294
$203,743
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Lee Work History
Michael has been registered as a financial advisor for 2 years.*
Compass Financial Management LLC
Altium Wealth Management LLC
Commonwealth Financial Network
Investmark Advisory Group LLC
Kestra Private Wealth Services, LLC
Kestra Financial, Inc
Tiger Wealth Management
Morgan Stanley
*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 Compass Financial Management LLC
Minneapolis, MN
Lutz, FL
Oxford, CT
Jacksonville, FL
Tampa, FL
New York, NY
Oxford, CT
Allen, TX
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