Advisor at Professional Analysts, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Professional Analysts, LLC
Location
Bay City, MI 48706
Credentials
ChFC®, Series 63
Industry experience
55 years
Lee Fickes is a financial advisor at Professional Analysts, LLC with 55 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he was affiliated with Osaic Wealth, Inc. and Triad Advisors, Inc. In addition to financial advising, he owns and operates a tax preparation service. Professional Analysts, LLC provides fee-based financial planning and discretionary portfolio management primarily for individual clients. The firm’s investment approach is based on Modern Portfolio Theory and deliberate asset allocation, with a mixed business model that includes broker-dealer and insurance affiliations as well as limited tax-return services.
Based on Professional Analysts, LLC
Based on Professional Analysts, LLC
$0 - $250,000: 1.25% $250,000 - $750,000: 1% $750,000 - $1,000,000: 0.75% $1,000,000 - $1,500,000: 0.5% $1,500,000 - $2,000,000: 0.25% $2,000,000+: 0%
Hourly rate quoted and agreed upon in advance for financial counseling services
Annual retainer fee for implementation review and maintenance of the financial plan equal to half of the first year factor calculation from the fee schedule, payable quarterly
Minimum fee: Comprehensive Planning minimum fee $1,100 annually; Estate Planning maximum fee $1,700 annually; Annual Retainer minimum $460, maximum $1,700 Fee-only: Financial Planning fees based on points system multiplied by $100; hourly financial counseling available with hourly rate quoted in advance; no commissions received for plan implementation
2370 Delta Rd
Bay City, MI 48706
Michigan
OSAIC
2024 - Present (2 years)
Professional Analysts, LLC
2002 - Present (24 years)
Triad Advisors, Inc.
2002 - 2024 (22 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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