Candace Lee is a CFP-designated registered investment advisor at Glassman Wealth Services, LLC, based in Vienna, VA, with 10 years of industry experience. Candace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 383 clients with $2.2B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees above $25,000,000 are negotiable. GWS also generally requires a $2,000,000 minimum asset level and a $20,000 minimum annual fee for investment advisory services. GWS generally does not bill on certain types of 529 plans and donor advised funds, with exceptions for larger managed accounts.
Fee Estimator
Location
8000 Towers Crescent Drive, Suite 1450, Vienna, VA, 22182
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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
Glassman Wealth Services, LLC
Previous Registrations
Fjy Financial
State Registrations4 states
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