Advisor at Avidian Wealth Solutions
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Firm
Avidian Wealth Solutions
Location
Houston, TX 77024
Credentials
CFP®
Industry experience
24 years
David Lee is a CFP® professional with 24 years of industry experience, currently serving at Avidian Wealth Solutions since 2020. He also operates David M. Lee, PC, where he provides tax, accounting, and financial planning services independently. Avidian Wealth Solutions is an SEC-registered advisory firm managing approximately $3.99 billion in assets for individuals, families, businesses, retirement plans, and institutional clients. The firm offers model-based portfolio management, financial planning, and fiduciary ERISA-plan advisory services, and is notable for its roles as a fund sponsor and sub-adviser, alongside affiliated insurance and consulting activities.
Based on Avidian Wealth Solutions
Based on Avidian Wealth Solutions
Financial planning fees generally range from $2,000 to $200,000 on a fixed fee basis.
$150 to $500 per hour, depending on the service and professional.
Account minimum: $1,000,000
800 Town & Country Blvd, Ste 220
Houston, TX 77024
Texas
Avidian Wealth Solutions, LLC f/k/a STA Wealth Management, LLC
2020 - Present (6 years)
David M. Lee, PC
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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