Jae Lee is a registered investment advisor at Stonemark Wealth Management, based in Pasadena, CA, with 1 years of industry experience. Jae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 376 clients with $520M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Standard fee schedule may be negotiable based on several factors.
Fee Estimator
Location
225 S. Lake Avenue, Suite 1170, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jae is the owner of JML Golf Instruction, LLC, where he teaches golf. This non-investment related activity takes about a quarter of his time.
Employment History
Current Registrations
Stonemark Wealth Management
State Registrations1 state
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