Advisor at Verus Capital Partners, LLC
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Firm
Verus Capital Partners, LLC
Location
Pasadena, CA 91107
Credentials
CFP®, Series 66
Industry experience
12 years
Yueh Hwa Lee is a CFP® professional with 12 years of industry experience, currently serving at Verus Capital Partners, LLC and LPL Financial, LLC since 2021. Prior to joining these firms, Lee held roles at Avantax Insurance Agency, Avantax Investment Services, VinePoint Advisory Group, and 1st Global Advisors, among others. Lee also operates VinePoint Advisory Group, LLC, an investment-related business affiliated with his LPL activities. Verus Capital Partners is a fee-based investment management firm that serves individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.
Based on Verus Capital Partners, LLC
Based on Verus Capital Partners, LLC
Fixed fees for financial planning up to $5,000; consultation fixed fees $500 to $5,000, negotiable
$0 - $1,000,000: 2.50% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $25,000,000: 1.00% $25,000,001+: 0.50%
IARs may receive commissions from selling insurance and securities products separately; commissions may offset advisory fees
Investment Advisor Representative: $500/hour; Para-planner: $100/hour; Administrative Support: $50/hour
Account minimum: $250,000 Minimum fee: Fixed financial planning fee will not exceed $5,000 Fee-only: Financial planning fees charged as fixed fee (up to $5,000) or hourly rate; consultation fees charged hourly (up to $500/hour) or fixed fee ($500 to $5,000); ongoing consultations charged fixed fee generally not less than $5,000 annually, up to $15,000 annually
2700 E Foothill Blvd
Pasadena, CA 91107
California
LPL Financial, LLC
2021 - Present (5 years)
Verus Capital Partners
2021 - Present (5 years)
Avantax Insurance Agency, LLC.
2019 - 2021 (2 years)
Avantax Investment Services, INC.
2019 - 2021 (2 years)
Avantax Advisory services
2019 - 2021 (2 years)
VinePoint Advisory Group, LLC
2017 - Present (9 years)
Avantax Insurance Agency, Inc.
2016 - 2021 (5 years)
1st GLOBAL CAPITAL CORP.
2013 - 2019 (6 years)
1ST Global Advisors, Inc.
2013 - 2019 (6 years)
Vinepoint Wealth Management, Llc
2013 - 2017 (4 years)
Thong, Yu, Wong & Lee, LLP
2013 - 2017 (4 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
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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