Angela Lee is a PFS-designated registered investment advisor at Israel Investment Advisors, LLC, based in Denver, CO, with 5 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $46M 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 $10.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
The standard investment management fee rate for fixed income assets under management is 0.30% per year and does not vary with account size. Fees are negotiable.
Fee Estimator
Location
1290 Broadway, Suite 1100, Denver, CO, 80203
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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 →Other Business Activities
Angela is a shareholder/president of KRC Services Inc., a cleaning services company, and a secretary for 529 Tax Pros PC, dedicating minimal time to each. She is also a member of Grassroutes LLC, which holds individual stocks, and spends minimal time on this activity as well.
Employment History
Current Registrations
Ghp Investment Advisors INC
Israel Investment Advisors, LLC
State Registrations1 state
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.