Vickie Chrisman is a registered investment advisor at Lees Monsour Group, based in Shreveport, LA, with 18 years of industry experience. Vickie 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.
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Learn about disclosures →Employment History
Current Registrations
Lees Monsour Group
Previous Registrations
StephensBroker
Stephens
Morgan StanleyBroker
Morgan Stanley
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLCBroker
Morgan Stanley & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
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