Brian Lee is a registered investment advisor at First Advisors National, LLC, based in South Elgin, IL, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
South Elgin, IL
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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 →Other Business ActivitiesSells Insurance
Brian works as a full-time sales agent for Western & Southern Life in Rosemont, IL. He also owns rental property, but spends minimal time on it as a passive owner.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
First Advisors National, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Country Capital Management CompanyBroker
State Registrations1 state
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.