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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophie? Claim Your ProfileSophie Angela Lee is a financial advisor at Cresset Asset Management, LLC. Sophie has been in the financial industry for over eight years. Sophie is a Certified Financial Planner and is registered with the state of California. Sophie specializes in providing financial planning services to high-net-worth individuals, families, and businesses. Sophie also provides financial planning services to charitable organizations and pooled investment vehicles. Sophie is committed to providing her clients with personalized and comprehensive financial advice. Sophie is also the owner and General Partner of Cypress Advisors LLC, which is a private fund managed by Cresset Asset Management, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
05/01/2019 - Present
Cresset Asset Management, LLC (CHICAGO IL)
Active
Inactive
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