JR

Jason Allen Romph

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
29 advisors
Number of Clients
431 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$1.5B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20.0M - $30.0M0.50%
$30M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

LFC typically charges the greater of an annual minimum fee or a percentage based on the value of your assets under management. Fees are calculated quarterly. Clients may also pay a flat fee or hourly rate as agreed upon. Clients invested in an LFC Partnership/Private fund will receive a credit for their share of the fund's management fees to avoid double billing. Fee differentials may occur based on various factors, including asset value, complexity, and client negotiations.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206

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Regulatory History (1)
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Customer Dispute
January 2010
Award / Judgment
Employment History
Current Registrations
Lee Financial Company, LLC
July 2011 - Present · 14 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLC Broker
April 2010 - February 2011 · 10 mos
USAA Financial Planning Services
February 2010 - March 2010 · 1 mo
USAA Financial Advisors, INC.Broker
February 2010 - March 2010 · 1 mo
RBC Capital Markets Corporation
March 2008 - December 2009 · 1 yr 9 mos
RBC Capital Markets Corporation Broker
February 2008 - December 2009 · 1 yr 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.