Advisor at American Wealth Management
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Firm
American Wealth Management
Location
Reno, NV 89511
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
12 years
Dongjoon Lee is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at American Wealth Management since 2018. Prior to this, he worked at Schultz Financial Group Inc. and has been an adjunct professor at the University of Nevada, Reno since 2017. He also serves as investment committee chair for the Nevada Area Council Inc. Boy Scouts of America. American Wealth Management manages approximately $760.5 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a proprietary quantitative investment process focused on relative price momentum and trends, primarily using ETFs and mutual funds to construct portfolios with tactical strategies aimed at managing equity exposure.
Based on American Wealth Management
Based on American Wealth Management
Fixed fees for comprehensive personal financial planning services; details negotiated per engagement
Hourly rates apply for financial planning services after initial plan or as agreed
Account minimum: $300,000 (may be lower in certain circumstances at AWM's discretion)
570 Hammill Lane
Reno, NV 89511
Arizona · California · Colorado · Nevada · Utah
American Wealth Management
2018 - Present (8 years)
University Of Nevada, Reno
2017 - Present (9 years)
University Of Nevada, Reno
2016 - 2016 (1 year)
Schultz Financial Group Inc.
2015 - 2018 (3 years)
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