Samuel Lees is a registered investment advisor at Lees Monsour Group, based in Shreveport, LA, with 39 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 361 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lees Monsour Group's investment management fee ranges from 0.50% to 1.50% annually, based on factors like the complexity of services, the amount of assets managed, and the overall relationship. The fee is calculated based on the market value of your investments at the end of the prior month and is paid monthly, in advance. Fees may be negotiable.
Location
9335 Ellerbe Road, Shreveport, LA, 71106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuel is a 33% owner of Lloyds of Sophia, LLC, a limousine company for personal use, dedicating minimal time to it. He is also a licensed insurance professional, spending about 10-20% of his time on insurance activities.
Employment History
Current Registrations
Lees Monsour Group
Previous Registrations
Stephens
StephensBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Howard, Weil, Labouisse, Friedrichs INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.