James H. Lee, CFP^®

CFA, CMT

Founder

StratFI

1201 N Orange Street, Suite 742
Wilmington, DE 19801

FINANCIAL ADVISOR'S WEBSITE

www.stratfi.com

(302) 884-6742 CONNECT WITH James

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-only advisor, based on either hourly billing or assets under supervision.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

Brochures

Paladin Registry

General

James Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at StratFI in Wilmington, DE and the surrounding communities.

Financial Advisor Overview

Strategic Foresight Investments (StratFI) is committed to a client-first business model. Our goal is to help you succeed. Through our expert analysis of developing trends, we are able to pinpoint investment opportunities and risks well before others become aware of them. At StratFI, we believe that our combination of experience, expertise and commitment provides clarity and confidence for the people we serve.

Financial Advisor Experience

Prior to founding StratFI, Jim led the investment committee and managed more than $700 million at Lau Associates (now a part of Bryn Mawr Trust). He holds multiple well-respected professional certifications within the finance industry, and has recently earned a “5-Star Advisor” rating by the Paladin Registry, an independent research firm that evaluates the credentials, ethics, and business practices of financial advisors.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)
Other - CMT

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Career Change, Asset Allocation, Investment Management, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth