Lee Financial Company (LFC) offers financial planning and investment management services. LFC uses a team approach to understand your goals and objectives in all areas. LFC helps you define specific goals, provides analysis for the possibility of meeting the goals, monitors your progress, redefines goals as appropriate, and assists in the management of financial assets.
Assets Under Management$1.5B
Clients431
Advisors30
Avg. per Client$3.5M
Avg. per Advisor$50M
Fee Structure
Investment management only (planning not offered)
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% |
Fees may be negotiable. Clients who have invested in an LFC Partnership/Private fund and for whom LFC manages other assets will receive a credit for their share of the Partnership/Private Fund’s management fees to avoid double billing.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
30 Advisors at this firm
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