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Lee Financial Company, Llc
Dallas, Texas
5.0
1 Review
Lee Financial Company, LLC, based out of Dallas, TX, is a prominent local investment advisory firm serving over 190 individual clients. With assets under management surpassing $1,166,341,000, the company has established itself as a trusted partner in wealth management. Lee Financial specializes in discretionary management of high net worth individuals' assets, with 401K and individual accounts comprising less than 30% of their portfolio. However, they possess the expertise to handle employer funds as well.
Lee Financial Company prides itself on a diverse compensation structure, offering clients various options including a percent...see more
Assets Under Mgmt
$1.17B
Investment Professionals
23
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other: INVESTMENT ADVICE TO INDIVIDUALS, PENSIONS, PROFIT SHARING PLANS, TRUSTS, ESTATES, CHARITIES, CORPORATIONS, BUSINESSES
Reviews for Lee Financial Company, Llc
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