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Featured Business Financial Advisor in Wilmington, DE
Wilmington Financial Advisors
Strategic Foresight Investments (StratFI)
1201 N. Orange Street, Suite 742
Wilmington, DE 19801
(302) 884-6742
“Build wealth. Live better.”
Advisor Profile
James H. Lee
Name:  James H. Lee
Phone Number:  (302) 884-6742
Website:  Visit Website

About Strategic Foresight Investments (StratFI)

Life is complicated. Are you having difficulty staying
on top of your investments? Is your portfolio aligned with
your financial needs and more importantly, with who you are?

Enjoy peace of mind, knowing you are on the right path by
working with a Certified Financial Planner (CFP). As
fiduciary professionals, we spend time listening to clients
and are able to avoid the conflicts of interest that are so
common within the financial industry.

This is why StratFI is highly regarded as a source of advice.

Jim Lee has received multiple industry awards and recognition,
including a 5-Star rating from Paladin Research. In 2016, he
was recognized as a top wealth manager in Delaware Today
magazine.
 

General Information

CRD#:    2156828
Firm CRD#:    164744
States Licensed in:    DE, PA, NJ, TX, CA, FL
States Willing to do Business in:   
Years of Experience in Financial Services:    26
Number of Years with Current Firm:    5
 

Services

Investment Types:    Options & Futures, Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst (CFA), Chartered Market Technician (CMT)
Securities Licenses:    Series 63, Series 65, Series 7
Financial Organization Memberships:    Financial Planning Association (FPA), CFA Institute, Paladin Registry
 

Firm Information

Assets Managed by Firm:    $20,000,000
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1.0
Additional Details on Charges:    Our annual advisory fees are based on the total
assets under management with our firm according
to the following schedule: 1.00% for the first
$2 million, 0.75% for assets over $2 million.
Investment management clients receive monthly
performance reporting and may continue their
relationship with StratFI for as long as they
choose.
 
 
 
Prepared By: James H. Lee

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