Malik Lee
Malik Lee is a CFP-designated registered investment advisor at Felton & Peel Wealth Management, INC., based in Atlanta, GA, with 17 years of industry experience. Malik 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, High Net Worth, and 3 more. Their firm serves 70 clients with $33M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
This fee schedule is for the Wealth Management Program, which includes both financial planning and portfolio management. Minimum annual fee of $5,625. Also offers stand-alone portfolio management services.
Fee Estimator
Location
2 Ballpark Center, 800 Battery Avenue SE, Suite 100, Atlanta, GA, 30339
Get directionsHistory
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
Malik is an independent insurance agent, spending about 10-20% of his time on insurance sales. He also owns Felton & Peel Tax Services, LLC, and is a member and CEO of Klondike Financial, LLC, a mobile app business, while volunteering as a treasurer for a religious organization and CMO for a marketing company.
Employment History
Current Registrations
Felton & Peel Wealth Management, INC.
Previous Registrations
Klondike Financial, LLC
Henssler Financial
Alps Distributors, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.