Christopher Lee
Passport Wealth Management · Cornelius, North Carolina
Christopher Lee is a fee-only financial advisor at Passport Wealth Management in Cornelius, North Carolina, who holds the CFP credential. Passport Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Passport Wealth Management |
|---|---|
| Based in | Cornelius, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $115.3M across 409 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7143944 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | passportwm.com |
How Christopher's firm compares
- Passport Wealth Management's average account is about $282,000, from its Form ADV (assets managed divided by 409 accounts).
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Questions about Christopher
Is Christopher Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Passport Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Passport Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher Lee based?
Christopher Lee is based in Cornelius, North Carolina.
What credentials does Christopher Lee hold?
Christopher Lee holds the CFP credential.
Is Christopher Lee registered with the SEC?
Yes. Christopher Lee is registered as an investment adviser representative in NC (CRD 7143944), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Passport Wealth Management manage?
Passport Wealth Management reports $115.3M across 409 accounts in assets under management.
How do I contact Christopher Lee?
Through Christopher's website, passportwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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