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 (LFC) offers personalized financial planning and investment management services using a team approach. They focus on a holistic approach called WholeVision™, considering human, financial, fulfillment, and shared capital. LFC manages investments to meet client needs for liquidity, stability, income, growth, and tax efficiency.
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
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
Location
8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206
