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William Darrell Lee

Clarkston Capital Partners, LLC

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About William Darrell Lee

William Darrell Lee is a financial advisor with Clarkston Capital Partners, LLC, a firm that manages assets for a wide range of clients, including high-net-worth individuals, investment companies, charitable organizations, and pension plans. William holds several professional designations, including Certified Financial Planner and Chartered Financial Analyst. William is also a Managing Member and 40% owner of Fun Times AZ LLC, a houseboat rental company.

Firm Information

William Lee is currently registered with Clarkston Capital Partners, LLC. Clarkston Capital Partners, LLC is an investment advisor headquartered in Rochester, MI. The firm manages assets for individuals, high-net-worth individuals, investment companies, pooled investment vehicles, charitable organizations, corporations, and other entities. Clarkston Capital Partners offers portfolio management services for a variety of client types, including individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.
Clarkston Capital Partners, LLC

303 EAST THIRD ST

ROCHESTER, MI 48307

$6.69B

Assets Under Management

3

Total Clients

13

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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William Lee’s Registration & Firm History

AZ

01/25/2021 - Present

Clarkston Capital Partners, LLC (Scottsdale AZ)

AZ

06/23/2010 - 10/25/2011

LINCOLN FINANCIAL ADVISORS CORPORATION (SCOTTSDALE AZ)

AZ

02/24/2005 - 06/15/2010

ALLSTATE FINANCIAL SERVICES, LLC (PHOENIX AZ)

NJ

02/02/2004 - 02/16/2005

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 02/06/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/30/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Darrell Lee.
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