Lee Munson is a CFA, CFP-designated registered investment advisor at Portfolio Wealth Advisors, based in Albuquerque, NM, with 23 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 283 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.85% |
Fees may be negotiable based on assets and complexity of services.
Fee Estimator
Location
6100 Uptown Blvd Ne, Suite 540, Albuquerque, NM, 87110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Portfolio Wealth Advisors
Previous Registrations
Charles Schwab & CO., INC.
State Registrations1 state
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