William Luckey is a registered investment advisor at Lee Financial Company, LLC, based in Dallas, TX, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 431 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.50% |
| $30M+ | 0.35% |
Fees may be negotiable. Clients who have invested in an LFC Partnership/Private fund and for whom LFC manages other assets will receive a credit for their share of the Partnership/Private Fund’s management fees to avoid double billing.
Fee Estimator
Location
8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William provides real estate, financing, and database consulting services since 1997. This activity, which is not investment-related, takes about 10-20% of his time.
Employment History
Current Registrations
Lee Financial Company, LLC
Previous Registrations
Lee Financial CORP
State Registrations1 state
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