Lee Korn
Lee Korn is a registered investment advisor at Opal Wealth Advisors, LLC, based in Jericho, NY, with 28 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 745 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Opal Wealth Advisors charges an annual fee based on the value of your investments. This fee generally ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services you receive. For certain client holdings, such as held-away assets or alternative investments, Opal Wealth Advisors may negotiate a different fee rate. There is a minimum quarterly fee of $1,250.
Location
2 Jericho Plaza, Suite 208, Jericho, NY, 11753
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Regulatory History (1)
Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Lee is a founding partner at Opal Wealth Advisors, a registered investment advisor, dedicating full-time hours to this role. He also works as an insurance agent at Wentworth Financial Partners, spending minimal time on the sale of insurance products, and is a board member at Garden City Jewish Center, attending monthly meetings.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Opal Wealth Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Edward D. Jones & CO., L.P.Broker
State Registrations18 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.