DL
CFP
DL
CFP

David Michael Lee

23 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,873 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$1M
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Location

800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David is engaged in tax, accounting, and financial planning services through David M. Lee, PC. He dedicates about two-thirds of his time to this activity.

Employment History
Current Registrations
Avidian Wealth Solutions
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
David M. Lee, P.C.
January 2003 - March 2021 · 18 yrs 2 mos
David M. Lee, P.C.
January 2002 - December 2002 · 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.