SL
Sam Lee
from Aspiriant, LLC
Sam Lee is a financial advisor based in California, Los Angeles,
with 20 years of experience. Sam currently works for
Aspiriant, LLC.
Sam maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sam Lee works at Aspiriant, LLC
Aspiriant, LLC is a financial advisory firm based in Los Angeles, California. It currently has approximately $10,540,396,000 of assets under management and employs about 197 people. Aspiriant, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
11100 Santa Monica Blvd, Suite 600, Los Angeles, California, 90025
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