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Albert Yoonjai Lee

Charles Schwab & CO., Inc.

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About Albert Yoonjai Lee

Albert Yoonjai Lee is a registered Investment Advisor Representative with Charles Schwab & Co., Inc., in San Francisco, California. Albert has been in the industry since 2009 and has worked for several firms including Lattice Strategies and Hartford Funds. Albert is a Series 65 licensed professional and specializes in financial planning and selection of other advisors. Albert also serves on the non-profit board of directors for early childhood education provider Wu Yee Children's Services, and is a citizen member of the City of Piedmont Bond Oversight Committee.

Firm Information

Albert Lee is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Albert Lee’s Registration & Firm History

CA

02/24/2021 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

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Licenses & Designations

IA

Issued 01/07/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Albert Yoonjai Lee.
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