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Lee Investment Management Llc
Saratoga Springs, New York
Lee Investment Management LLC, headquartered in Saratoga Springs, NY, is a reputable investment advisory firm catering to a diverse clientele. With over 70 individual clients and assets under management totaling $54,785,000, Lee Investment Management LLC has established itself as a trusted partner in wealth management.
The firm specializes in providing comprehensive investment advisory services, with a particular emphasis on employer 401Ks and individual accounts. Their expertise in this space has earned them a strong reputation among both corporate and individual investors. Additionally, Lee Investment Management LLC exclusivel...see more
Assets Under Mgmt
$54.78M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Reviews for Lee Investment Management Llc
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