Lee Financial Company offers personalized financial planning and investment management services, operating as an independent, fee-only registered investment advisor founded in 1975. The firm utilizes a holistic approach called the WholeVision process, which considers human capital, financial capital, fulfillment capital, and shared capital. Services include comprehensive financial planning covering retirement, taxes, estate planning, education funding, and business succession, alongside customized investment portfolio management. Lee Financial Company also provides family office services for complex situations, private family foundation management, and consulting for company retirement plans. The firm serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses.
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.
