Advisor at Retirement Money Management
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
Retirement Money Management
Location
Sarasota, FL 34236
Credentials
Series 63, Series 65
Industry experience
42 years
Robert Lee is the sole advisor at Retirement Money Management in Sarasota, FL, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Girard Securities. Lee also owns Lee Financial of Sarasota, Inc., an insurance sales business, and is involved in fixed insurance product sales. Retirement Money Management offers lifestyle counseling, goal-based financial planning, and nondiscretionary portfolio management for individual and institutional clients, including corporate pension and profit-sharing plans. The firm uses a global macroeconomic asset-allocation framework combined with fundamental and technical analysis, managing most assets nondiscretionarily and providing educational seminars.
Based on Retirement Money Management
Flat fees for comprehensive financial planning starting at $750, may be higher depending on complexity; also initial consulting fee negotiated between 0% to 1.5% of assets advised.
$0 - $499,999: 2.00% $500,000 - $749,999: 1.95% $750,000 - $999,999: 1.75% $1,000,000 - $1,999,999: 1.45% $2,000,000+: 1.05%
Yes, through associated registered representatives at Cetera Advisor Networks LLC; commissions charged separately to clients who choose to transact securities.
Hourly rates range from $200 to $500 per hour
Account minimum: $25,000 Fee-only: Life-Style Counseling and Advice Only: Tiered fees starting at 0.75% for $50,000 to $2,000,000, then 0.50% for $2,000,001 to $3,000,000, 0.40% for $3,000,001 to $4,000,000, negotiable over $4,000,000
2 N. Tamiami Trail #400
Sarasota, FL 34236
Florida · Texas
Cetera Wealth Services, LLC
2017 - Present (9 years)
Lee Financial of Sarasota, Inc.
2007 - Present (19 years)
Successful Money Management of Sarasota
2007 - Present (19 years)
Girard Securities, Inc.
2007 - 2017 (10 years)
Retirement Money Management
2005 - Present (21 years)
Lee & Lee Partnership
1985 - 2021 (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.
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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AK Investing
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