Lee Financial Group

Overview

Lee Financial Group operates as a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm targets individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Its stated investment preference is equities, with exchange-traded equities (stocks and ETFs) listed as the primary vehicle for client portfolios. Fees are charged as a percentage of assets under management and via fixed fees depending on the engagement. The firm is identified as a capital allocator and reports using third-party managers for some investment strategies, including alternative investments. Lee Financial Group was named a Top 100 Financial Advisory Firm by CNBC in 2022, a recognition that signals some external visibility despite the firm’s modest scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices