Lees Monsour Group, headquartered in Shreveport, LA, is a distinguished investment advisory firm providing exceptional financial services. With a single office, the firm boasts a talented team of four professionals, three of whom specialize in investment advisory services. Their remarkable expertise enables them to oversee an impressive average of $160,560,000 in assets under management per investment advisor, surpassing industry standards.
Lees Monsour Group employs a versatile compensation structure, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. While their focus primarily revolves around discretionary management, they possess the capacity to effectively handle employer funds, alongside a diverse range of accounts including 401K and individual portfolios, constituting less than 30% of their total assets under management.
The firm predominantly caters to high net worth individuals, boasting an extensive client base of over 180 individuals who entrust them with more than $481,691,000 in assets under management. A testament to their commitment to excellence is reflected in the long-serving advisors, including esteemed professionals such as Vickie Chrisman, Jeffrey Monsour, and Samuel Lees.
Lees Monsour Group stands apart from its peers due to its unwavering dedication to delivering unparalleled financial guidance. Clients benefit from their extensive experience, sophisticated investment strategies, and personalized solutions tailored to meet their unique financial objectives. As a small yet dynamic investment advisory firm, Lees Monsour Group continues to make a significant impact on the wealth management landscape, ensuring the prosperity and success of their valued clientele.