Jaewon Lee is a CFP-designated registered investment advisor at Sc&h Wealth, based in Hunt Valley, MD, with 9 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 676 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SC&H Wealth offers investment management through two programs, SC&H Wealth Management and SC&H Core. Fees are based on a percentage of your portfolio's value and are charged quarterly in advance.
SC&H Wealth Management:
- Fees are tiered, with lower rates for larger portfolios.
SC&H Core:
- Fees are tiered, with lower rates for larger portfolios.
SC&H may negotiate fees based on factors like the amount of assets managed or the complexity of the engagement.
Location
226 Schilling Circle, Ste 300, Hunt Valley, MD, 21031
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 Activities
Jaewon works for SC&H Group, a tax, audit, consulting, and investment banking firm, and provides tax planning and accounting services to clients. Jaewon is also an independent business owner/product distributor for Amway, and a volunteer committee member for MACPA Personal Financial Planning Committee, dedicating minimal time to these activities.
Employment History
Current Registrations
Sc&h Wealth
State Registrations2 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.