Lee Daniels is a CFP-designated registered investment advisor at Titleist Asset Management, LLC, based in Houston, TX, with 20 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,652 clients with $2.4B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Location
4900 Woodway Dr, Suite 600, Houston, TX, 77056
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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 Activities
Lee is involved in two outside business activities. He spends about 10-20% of his time at Exponential Equations, LLC, offering bookkeeping and tax preparation services, and nearly full-time at Asset Professional, LLC, a business related to his work with Park Avenue Securities and Guardian Life.
Employment History
Current Registrations
Titleist Asset Management, LLC
Titleist Capital, LLC
Titleist Capital, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Waddell & Reed
Waddell & ReedBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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