Lee, Danner & Bass (LDB) offers investment management services for financial assets like stocks, bonds, mutual funds, and ETFs. LDB works with clients to define their individual needs and objectives, then designs a program to achieve those goals. LDB also participates in wrap fee programs, receiving a portion of the fee charged to client accounts.
Assets Under Management$1.8B
Clients1,010
Advisors7
Avg. per Client$1.7M
Avg. per Advisor$250M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable for accounts which are fixed income only and firm minimums apply.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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