Lee Financial Co.
Lee Financial Company is an SEC-registered, independent wealth management and investment advisory firm headquartered in Dallas, Texas, founded in 1975 by Richard R. Lee, Jr. The firm provides personalized financial advisory services including financial planning, investment management, and family office services to high net worth individuals, families, and businesses nationwide. Lee Financial operates with a fee-only structure, upholding fiduciary duty, and employs approximately 39 professionals.
Investment Strategy
Lee Financial employs a client-centric, WholeVision™ approach that prioritizes continuous dialogue, proactive monitoring, and disciplined planning. Their investment philosophy centers on customized, long-term wealth management solutions, tailored to each client’s unique needs and objectives. The firm’s independence ensures that all advice is commission-free and solely in the client’s best interest, focusing on financial security, organization, and confidence through objective portfolio management and comprehensive planning.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 24.51% | $170.9M | 275,190 | $396.55 | $620.90 | +$19.5M |
I IJH | ISHARES TR | 11.55% | $80.5M | 1,298,138 | $38.03 | $62.02 | +$6.1M |
F FNDX | SCHWAB STRATEGIC TR | 8.48% | $59.1M | 2,409,524 | $18.24 | $24.54 | +$295.2K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.87% | $41.0M | 84,321 | $218.49 | $485.77 | -$4.6M |
I IVW | ISHARES TR | 5.75% | $40.1M | 364,405 | $67.07 | $110.10 | +$7.0M |