Alan L. Lee Financial Services is a large advisory firm based in Peoria. It manages $26.5 million of regulatory assets for 227 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois and Tennessee.
Alan L. Lee Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alan L. Lee Financial Services is $26.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Alan L. Lee Financial Services for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Alan L. Lee Financial Services performs its advisory services is located at 114 State Street, Suite 2 E, Peoria, IL 61602, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 309-673-7526 or by fax 309-673-6878. The normal business hours are 8:00am to 5:00pm on Monday - Friday.