Lee Woodring is a registered investment advisor at Indivisible Partners, based in Pittsford, NY, with 29 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 460 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Indivisible Partners' fees for managing your investments are calculated as a percentage of the total market value of your portfolio. The exact fee is negotiated with your financial advisor and can vary depending on the complexity of your portfolio, the amount you invest, and other factors. The maximum advisory fee is 1.50%. Fees are billed monthly, based on the value of your account at the end of the previous month. The advisory fee includes certain administrative and transaction fees, but does not include fees charged by third-party investment managers.
Location
1250 Pittsford Victor Rd., Bldg 100, Ste 120, Pittsford, NY, 14534
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Regulatory History (1)
Customer Dispute
November 2001Other Business Activities
Lee co-owns several rental properties with family members, including 216 Magnolia LLC, J&T Thompson, LLC, Jackson Square, LLC, and a Marco Island property. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Indivisible Partners
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.