Robin Lee Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services to individuals and families, explicitly noting work with students and recent immigrants. Typical services include portfolio advice using low-cost ETFs and mutual funds, education funding (529 plans), budgeting, retirement planning, and basic risk-management analysis; the firm does not custody client assets and accounts are maintained at independent qualified custodians.
The investment approach emphasizes strategic asset allocation with broadly diversified ETFs/mutual funds and incorporates fundamental, technical, and quantitative methods where appropriate. Advice is tailored to clients’ goals, time horizon, and risk tolerance, and may be delivered on either a discretionary or non-discretionary basis while accommodating client-imposed investment restrictions in writing.
Distinctive features include that the firm currently reports no assets under management while offering both advisory services and fixed-price financial planning and hourly consulting with no stated account minimums. The principal’s recent training—a master’s in financial mathematics and roles in quantitative analysis and corporate operations—supports a model-driven, quantitative element to the firm’s analysis that is less common among similarly sized independent advisers.
Client services
Expertise
Fee options
$750 – $2,500 depending on complexity
1.00% annually
$200/hour
Main office
Irvine CA
Advisors at this office
1
Most active in
California
Also doing business as
Robin Lee Investment Inc. · Robin Lee Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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