Eric Lee
Lifelong Investment Management Services · Wailuku, Hawaii
Eric Lee is a fee-only financial advisor at Lifelong Investment Management Services in Wailuku, Hawaii. Lifelong Investment Management Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lifelong Investment Management Services |
|---|---|
| Based in | Wailuku, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.3M across 26 accounts |
| SEC registration | Investment adviser representative in AK, HI · CRD 4958166 |
| Exams passed | Series 63 (2005) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.alaskawelath.net |
How Eric's firm compares
- Lifelong Investment Management Services's average account is about $126,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Eric
Is Eric Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Lifelong Investment Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Lifelong Investment Management Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Lee based?
Eric Lee is based in Wailuku, Hawaii.
Is Eric Lee registered with the SEC?
Yes. Eric Lee is registered as an investment adviser representative in AK and HI (CRD 4958166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lifelong Investment Management Services manage?
Lifelong Investment Management Services reports $3.3M across 26 accounts in assets under management.
How do I contact Eric Lee?
Through Eric's website, www.alaskawelath.net.
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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