Lee Bradshaw

8 Years of Experience

1 DisclosureBroker

Lee Bradshaw is a registered investment advisor at Hodges Capital Management INC, based in Dallas, TX, with 8 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 448 clients with $1.2B in assets under management.

Hodges Capital Management INC

Compensation

Fee-Only (% of Portfolio)

Firm Size

10 advisors

Number of Clients

448 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$100K

Investment management only (planning not offered)

Hodges Capital Management's fees for investment management are based on a percentage of your portfolio, ranging from 0.30% to 1.50% per year. The specific fee depends on the type of account and the investment strategy used. Fees may be negotiable.

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Location

2905 Maple Ave., Dallas, TX, 75201

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History

Regulatory History (1)

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Criminal

May 2012

Final Disposition

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Other Business Activities

Lee is an advisory agent with Hodges Capital Management since January 2017. This activity is securities related.

Employment History

State Registrations4 states

COOKTXVA

AdvisorBrokerBoth

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

No exam information available for this advisor.