Bryce Lee is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 2 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
475 Springfield Ave., Suite #1, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Bryce is a co-owner and sales agent/investment advisor representative at BTL Tax and Financial Services, an accounting firm and insurance agency, dedicating nearly full-time hours, especially during tax season. He also owns a food truck (Mandy's) run by his wife and Lee Family Enterprises, an LLC for Medicare insurance renewals, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Simplicity Wealth
State Registrations4 states
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