Daniel Lee, CFP®, CRPC Modern Millennial Wealth LLC

About Daniel Lee, CFP®, CRPC

Our “Why” is to make financial planning and investment management accessible to the next generation of investors. The traditional firms and their model wasn’t built with the our generation in mind. High account minimums, high fees, and the lack of technology used in this modern age. The traditional misconception is that financial planning is only for the old, wealthy, and affluent – it’s not.

I became obsessed with this mission to reset the misconception while working for various companies, but realized the traditional approach didn’t see the “profits”.

So, I started Modern Millennial Wealth to offer a modern approach to financial planning and investment management to the next generation. Who have the financial ambitions and help those individuals and their families define and conquer their life & financial goals.

We live in an on-demand world and we utilize the power of technology to deliver a modern and exceptional client experience and financial advice.

Contact this advisor

Ideal Clients

  • Entrepreneurs
  • Gen Y/Millennials
  • Investment Planning & Management
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Hourly Fee: $200+/hr
  • Assets Under Management: 0.50%

SEC Records

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