K Lee is a registered investment advisor at Syndicated Capital, INC., based in Diamond Bar, CA, with 14 years of industry experience. K operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 393 clients with $120M 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 | 2.00% |
Fees are negotiable with the advisors.
Fee Estimator
Location
21671 Gateway Center Drive, Suite 111, Diamond Bar, CA, 91765
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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
Syndicated Capital, INC.
Syndicated Capital, INC.Broker
State Registrations9 states
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