Jeremiah Lee is a registered investment advisor at Tricord Advisors, INC., based in Riverside, CA, with 5 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 428 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TriCord Advisors manages investments through several programs:
- Individual Portfolio Management: Fees range from 0.3% to 1.95% of your portfolio annually. A minimum portfolio size of $500,000 is required, resulting in a $6,000 minimum annual fee, though this may be negotiable.
- Model Portfolio Management: Fees range from 0.3% to 1.95% of your portfolio annually. A minimum annual fee of $6,000 is required, though this may be negotiable.
- Manager Selection Program: Fees range from 0.3% to 1.95% of your portfolio annually. This fee does not include the fees charged by the independent investment advisor managing the account.
Location
6772 Magnolia Avenue, Riverside, CA, 92506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremiah is the sole owner, director, officer, and employee of TriCord Legal Services, Inc., a non-investment-related law firm providing estate planning and business-related legal services. He dedicates a few hours per week to overseeing operations and providing legal services, with some of that time during trading hours.
Employment History
Current Registrations
Tricord Advisors, INC.
State Registrations1 state
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