Jaryn Quick is a CFP-designated registered investment advisor at Lee Financial Company, LLC, based in Dallas, TX, with 6 years of industry experience. Jaryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 443 clients with $1.7B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.50% |
| $30M+ | 0.35% |
Lee Financial Company typically charges the greater of an annual minimum fee or a percentage of assets. Fees are negotiable based on factors such as anticipated future earnings, additional assets, account complexity, and pre-existing relationships.
Fee Estimator
Location
8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206
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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 →Employment History
Current Registrations
Lee Financial Company, LLC
State Registrations1 state
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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