Sophit Lee

Docsa Capital Management, Inc.

Financial Advisor

Sophit Lee

Docsa Capital Management, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sophit Lee

269-488-2322 ext. 2

Fee-Only financial planner located in Portage, MI, serving clients locally and across the country

Meet Sophit Lee

Sophit Lee is a Portage, MI fee-only financial planner. Docsa Capital Management, Inc. provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Sophit Lee is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Sophit Lee is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Sophit Lee is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Sophit Lee

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Office Locations:

  • 8080 Moorsbridge Rd
    Suite 200
    Portage, MI 49024

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