Lee Financial Company, LLC
Assets Under Management
$1.5B
Number of Clients
431
Number of Advisors
29
Average Client AUM
$3.5M
AUM per Advisor
$51.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lee Financial Company offers personalized financial planning and investment management services using a team approach. They focus on a holistic approach (WholeVision™) considering human, financial, fulfillment, and shared capital. They work with individuals, families, and businesses to define goals, provide analysis, and manage financial assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.50% |
| $30M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net WorthFinancial Planning & CoachingTax PlanningCharitable Giving
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Location
8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206
29 Advisors at this firm
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