LEE R. ROBINSON & ASSOCIATES

Overview

Lee R. Robinson & Associates is a small, independent registered investment adviser run as a sole proprietorship by Lee R. Robinson. The firm’s advisory work centers on financial planning and portfolio management for individuals and small-business clients. Its stated investment preference is equities, and the practice tilts heavily toward exchange-traded securities as the principal vehicle for implementing client strategies. Fee arrangements combine a percentage-of-AUM component with the option for fixed fees, and the adviser operates primarily in a non-discretionary capacity—clients retain decision authority for trading actions. The firm is not positioned as a multi-state adviser, pension consultant, or capital allocator. It does not identify as an active ESG investor. At this scale, the model reads as a boutique, personalized advisory practice that relies on traded public markets and pooled mutual fund vehicles rather than direct allocations to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices