Lee Bradshaw
Lee Bradshaw is a registered investment advisor at Hodges Capital Management INC, based in Dallas, TX, with 9 years of industry experience. Lee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 448 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range from 0.30% to 1.50% depending on the specific program, strategy, and asset class. Fees are individually negotiated.
Fee Estimator
Location
2905 Maple Ave., Dallas, TX, 75201
Get directionsHistory
Regulatory History (1)
Criminal
May 2012Other Business Activities
Lee is an advisory agent with Hodges Capital Management since January 2017. This activity is securities related.
Employment History
Current Registrations
Hodges Capital Management INC
First Dallas Securities, INC.
First Dallas Securities IncorporatedBroker
State Registrations4 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.
Exams
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