Michael
Lee
Compass Financial Management LLC
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About this Advisor
Michael Lee is a financial advisor based in New York, New York, working with Compass Financial Management LLC. Michael has previously held positions 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. Michael has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida and New York. Currently, Michael is part of Compass Financial Management LLC, which operates out of New York, New York. The firm has 7 offices and 20 employees. The firm manages assets totaling $409.4 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 pension consulting services. The fee structure at Compass Financial Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compass Financial Management LLC Brokerage Details
$409,358,130
20
1,131
$361,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Lee Work History
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
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
Chicago, IL
Minneapolis, MN
Sarasota, FL
Hialeah, FL
Lutz, FL
Sarasota, FL
Sarasota, FL
Jacksonville, FL
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