Lee Financial Group (LFG) manages investment portfolios and provides financial planning. LFG offers continuous advice on investing client funds based on individual needs, developing investment policies and managing portfolios. Financial planning involves evaluating a client's current and future financial state, covering areas like cash flow, college savings, estate planning, insurance, investments, and retirement planning. LFG may recommend Outside Managers and will monitor their performance.
Assets Under Management$1.2M
Clients14
Advisors1
Avg. per Client$88K
Avg. per Advisor$1.2M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
The annual advisory fee is paid monthly in arrears and is negotiable. For accounts held at Betterment Securities, Betterment charges a fee ranging from 0.12% to 0.25% of account balances. This fee is included in the Advisor's fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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