Christopher Lee is a CFP-designated registered investment advisor at Passport Wealth Management, based in Cornelius, NC. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 77 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Passport Wealth Management (PWM) offers a combined financial planning and investment management service. The fee consists of a fixed quarterly fee, typically between $3,000 and $15,000 annually, plus an investment management fee of 0.50% on the assets they manage. The fixed fee is based on the complexity of the client's situation and increases by 3% annually. The total fees are not based on a percentage of assets under management, but the investment management portion will never exceed 2% of the assets managed.
Location
17505 W Catawba Ave #200, Cornelius, NC, 28031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Passport Wealth Management
State Registrations1 state
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