How does the advisor help clients – Key Takeaways:
LEE DANNER & BASS INC is committed to providing expert financial advice and services to help clients achieve their financial goals. They offer a wide range of financial services and specialize in working with high-net-worth individuals and families.
Facts and Insights
Here are some key facts and insights about LEE DANNER & BASS INC:
- Assets Under Management: $1.5 billion
- Number of Advisors: 10
- Time in Business: 25 years
Financial Services Offered
LEE DANNER & BASS INC offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth transfer strategies
Client Types
LEE DANNER & BASS INC primarily works with high-net-worth individuals and families. They also serve corporate executives, business owners, and professionals in various industries.
Fees & Compensation
LEE DANNER & BASS INC charges fees based on a percentage of assets under management. This fee structure aligns the advisor’s interests with the client’s, as the advisor’s compensation is directly tied to the performance of the client’s investments.
Background
LEE DANNER & BASS INC was founded in 1996 and has been providing expert financial advice for over 25 years. The firm is headquartered in Atlanta, Georgia and has 10 highly experienced and knowledgeable advisors on their team.
Financial Advisor Disclosures to Know
It’s important to note that LEE DANNER & BASS INC does not have any recent disclosures or disciplinary actions on their record as a firm or for any of their advisors. This is a testament to their commitment to ethical and professional standards in the financial industry.