Elena
Lee
Synergy Asset Management, LLC
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About this Advisor
Elena Lee is a chartered financial analyst operating out of Bellevue, Washington with a total of 3 years of relevant experience. Lee is an employee of Synergy Asset Management, LLC. Their career trajectory has included roles at Private Valuations, Edelweiss Consulting, Inc and Synergy Financial Management, LLC. Lee holds a Series 63 license, designating them as a securities agent, and is approved to serve investors in Washington. Synergy Asset Management, LLC is an advisory firm based out of Bellevue, WA. The firm has offices in three locations and a total of 11 financial advisors. It manages $678 million in total assets between its 1,114 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 1,114 accounts, just 12% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. Fees for financial management largely are based on which service is offered. However, fees billed by Synergy Asset Management, LLC most likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Synergy Asset Management, LLC Brokerage Details
$678,188,644
11
1,114
$608,787
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Elena Lee Work History
Elena has been registered as a financial advisor for 3 years.*
Synergy Financial Management, LLC
Edelweiss Consulting, Inc
Private Valuations
*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 Elena 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 Synergy Asset Management, LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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