Stratfi

Stratfi (CRD# 164744) is a financial advisory firm headquartered in Wilmington, DE. They manage $17,800,000 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $273,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, TX

Financial Advisors at Stratfi
Showing 1 - 1 of 1 top financial advisors.
1
James H. Lee
CRD#: 2156828
1201 N. Orange, Suite 742, Wilmington, DE 19801
93
Wealthminder
score

James H. Lee (CRD# 2156828) is a Registered Investment Advisor working at StratFI in Wilmington, DE and has over 24 years of experience in the finance industry. 

 

Mr. Lee has a long and successful track record in investment management and research. Prior to founding StratFI, he led the investment committee and managed more than $700 million at Lau Associates (now a part of Bryn Mawr Trust).  He has earned the following professional designations:


Certified Financial Planner (CFP®) -- 1995 to present
Chartered Financial Analyst (CFA) -- 2000 to present
Chartered Market Technician (CMT) -- 2006 to present

 

Lee has been quoted in publications such as The Wall Street Journal, Financial Planning, and Medical Economics. As a professionally-trained futurist, he has written for the Journal of Futures Studies, Technological Forecasting and Social Change, and The Futurist. Lee is the author of the book Resilience and the Future of Everyday Life, published in 2012.


He holds a B.A. degree in economics from the College of William & Mary and an M.S. in Studies of the Future (Foresight) from the University of Houston-Clear Lake.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.