LT
LT

Lee Tiller

9 Years of Experience
Pawleys Island, SC

Lee Tiller is a registered investment advisor at New Republic Partners, based in Pawleys Island, SC, with 9 years of industry experience. Lee 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 1 more. Their firm serves 101 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
101 clients
Average Client Portfolio
$24.8M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10M
Planning is included in investment management (also available separately)

New Republic Capital's advisory fees are generally 0.70% per year of the assets in your account, but can be as high as 1.25% per year depending on the total amount they manage for you. Fees may be negotiable and can differ between clients. Fees are usually paid quarterly, based on the average daily value of your account during the previous quarter.

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Location

46 Professional Lane, Suite A, Pawleys Island, SC, 29585

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lee spends full-time on Harbor Financial Group, a DBA for LPL business. He is also a part owner of Black River Properties LTD, a real estate rental company, and LGT LLC, a DBA for LPL business.

Employment History
Current Registrations
New Republic Partners
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
December 2018 - December 2022 · 4 yrs
LPL Financial LLC
December 2018 - December 2022 · 4 yrs
Wells Fargo Advisors Financial Network, LLC
September 2017 - December 2018 · 1 yr 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2016 - December 2018 · 2 yrs 4 mos
State Registrations2 states
NCSC
Advisor

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.

Exams
No exam information available for this advisor.