Lees Monsour Group offers customized investment management and financial planning services. They work with individuals, high-net-worth individuals, families, trusts, estates, small businesses, and charitable organizations. They create investment portfolios using individual stocks, ETFs, and bonds, and provide financial planning services covering areas like retirement, education, and insurance needs. Lees Monsour Group acts as a fiduciary, committed to acting in the client's best interest.
Fee Structure
Lees Monsour Group's investment management fee ranges from 0.50% to 1.50% annually, based on factors like the complexity of services, the amount of assets managed, and the overall relationship. The fee is calculated based on the market value of your investments at the end of the prior month and is paid monthly, in advance. Fees may be negotiable.