Lee Tobey
Advisor at HEDGEWISE
Updated today
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.
About
Lee Tobey is a financial advisor at Hedgewise with 11 years of industry experience. He holds the Series 65 designation and has been with Hedgewise since 2014. The firm serves individual and institutional clients, offering discretionary portfolio management and developing pooled investment products through a managed-account structure. Hedgewise employs a systematic, research-driven investment process that combines quantitative and fundamental techniques, using ETFs, ETNs, options, and futures with automated rebalancing and tax optimization.
Expertise
Based on HEDGEWISE
Active portfolio management
Tax-loss harvesting
Options & derivatives strategies
Fee options
$100,000 - $1,000,000: 0.7% annually for Beta products, 0.9% annually for Alpha products $1,000,000 - $2,000,000: 0.6% annually for Beta products, 0.8% annually for Alpha products $2,000,000+: 0.5% annually for Beta products, 0.7% annually for Alpha products
Account minimum: $100,000 Minimum fee: Minimum monthly fee of $19.99 if calculated annual fee falls below this amount
Location
San Diego, CA
Most active in
Lee T has reported serving >5 clients in these states in the last 12 months.
California · New York
Work history
HEDGEWISE
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Grant K
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Scott S
Series 63, Series 65
San Diego, CA
Conscious Investment Services, LLC
Kyle T
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Rajiv R
Series 63, Series 65
San Diego, CA
Colva Capital LLC
Robert L
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
Christopher R
CFP®, Series 65
San Diego, CA
Tempus Pecunia
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