Updated October 02, 2023
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Lee, Danner & Bass, Inc.

Investment Advisor Firm
Total assets under management$1.4B
Years in business36+

About Lee, Danner & Bass, Inc.

Lee, Danner & Bass, Inc. is committed to maximizing client investment returns through a long-term, customized approach. As dedicated long-term investors, they prioritize achieving client objectives over short-term performance trends.

Their strategy revolves around meticulous asset allocation in stocks, bonds, and money market equivalents to effectively manage market risks. They emphasize that large investment relationships should avoid mutual funds, which often entail additional fees.

Lee, Danner & Bass tailors diversified portfolios for clients by utilizing individual equity and debt positions. Their investment philosophy combines top-down analysis with in-depth company research, considering economic and political influences on the financial market.

With a cumulative experience of over 215 years, Lee, Danner & Bass's financial asset managers aim to preserve and enhance client capital, all while aligning with each client's unique goals and constraints.

The firm takes pride in its commitment to quality, which begins with its people. They emphasize personalized investment strategies and tax-efficient asset management. Lee, Danner & Bass manages significant retirement assets for clients, understanding the importance of aligning investment strategies with individual and family objectives.

Founded over 30 years ago, Lee, Danner & Bass, Inc. does not employ a one-size-fits-all approach, instead, crafting customized portfolios to meet the specific goals of each client account.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Retirement Planning
  3. Financial Planning

More about Lee, Danner & Bass, Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1110026

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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