Jason Romph is a registered investment advisor at Lee Financial Company, LLC, based in Dallas, TX, with 17 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 431 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.50% |
| $30M+ | 0.35% |
Fees may be negotiable. Clients who have invested in an LFC Partnership/Private fund and for whom LFC manages other assets will receive a credit for their share of the Partnership/Private Fund’s management fees to avoid double billing.
Fee Estimator
Location
8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Employment History
Current Registrations
Lee Financial Company, LLC
Previous Registrations
RBC Capital Markets, LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.