Jacob Odom is a registered investment advisor at Lee Financial Company, LLC, based in Dallas, TX, with 10 years of industry experience. Jacob 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jacob is the owner/founder of Hard Eight Auto, a non-investment related automobile purchase consulting service. He has assisted a few family/friends and firm clients, but does not actively advertise the service.
Employment History
Current Registrations
Lee Financial Company, LLC
Previous Registrations
Fsc Securities Corporation
Lee Financial Company, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations1 state
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