Planning and Changing Alongside Our Clients

Planning, Adapting, and Changing
Alongside our Clients

Fees

Our financial planning and investment management services are charged on a retainer basis as a fixed fee or as a percentage of assets under management*. If paying based on assets under management, the fee schedule is shown below:

Fee Calculation

1.0% of fair market value of managed assets up to $10 million; plus
0.75% of fair market value of managed assets $10 million to $20 million; plus
0.50% of fair market value of managed assets $20 million to $30 million; plus
0.35% of fair market value of managed assets over $30 million.

*Managed assets consist of funds and securities for which you wish Lee Financial to exercise supervision and/or investment authority. Additional requested services may change your fixed base fee structure.