Advisor at Lee R. Robinson & Associates
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Firm
Lee R. Robinson & Associates
Location
Stockton, CA 95207
Credentials
CFP®, Series 63
Industry experience
8 years
Lee Robinson is a Certified Financial Planner™ with eight years of industry experience. He has operated Lee R. Robinson & Associates in Stockton, CA since 2011. The firm provides comprehensive financial planning and portfolio management primarily to individual clients and retirement plans. It uses a quantitative investment approach based on Modern Portfolio Theory and manages assets on a non-discretionary basis, requiring client approval before executing transactions.
Based on Lee R. Robinson & Associates
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
Fee-only: Financial planning fees range from $1,000 to $25,000, negotiable and based on complexity and time.
5250 Claremont Avenue, Suite 218
Stockton, CA 95207
California
Lee R. Robinson & Associates
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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