Lee Financial Group Hawaii, Inc., a local investment advisory firm based out of Honolulu, HI, is dedicated to providing comprehensive financial solutions to its clients. With one office in the heart of Honolulu, Lee Financial Group Hawaii, Inc. boasts a team of ten skilled professionals, seven of whom specialize in investment advisory services. Each investment advisor manages an average of $47,810,000 in assets under management, aligning with the industry average.
The firm's compensation structure includes various models, such as a percentage of assets under management, fixed fees, and commissions, ensuring flexibility and tailor...
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Assets Under Mgmt
$334.65M
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Commissions
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
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