Lee Capital Management (LCM) focuses on managing fixed income portfolios with a conservative, risk-averse approach, adjusting to Federal Reserve policy, inflation, and government fiscal policies. LCM also invests in and renovates real estate, primarily multi-family apartments in Southern California. LCM's clients are largely institutional and non-profit organizations.
Assets Under Management$30M
Clients1
Advisors1
Avg. per Client$30M
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
LCM's fees are negotiable and paid quarterly, either by direct billing or debiting the client's account.
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