Lee Danner & Bass Inc

Lee, Danner & Bass, Inc. is an independent investment counseling firm founded in 1988, specializing in providing high-quality investment management services. The firm is registered with the SEC and owned entirely by its principals and officers. Lee, Danner & Bass manages approximately $1.76 billion in discretionary investment assets as of December 31, 2024. The firm offers investment management services for various financial assets, including stocks, bonds, mutual funds, ETFs, options, and cash equivalents. Clients' individual needs, objectives, and constraints are central to the investment management process, with a focus on income, liquidity requirements, capital enhancement, time horizon, and risk tolerance. Lee, Danner & Bass charges an annual fee based on a percentage of assets under management, with a minimum annual fee of $7,500. The fee is billed quarterly and can be deducted from clients' assets or billed directly. The firm acts as a fiduciary for retirement plan rollover recommendations, ensuring that clients' best interests are prioritized. Lee, Danner & Bass does not charge performance-based fees and provides portfolio management services to high net worth individuals, institutions, trusts, and corporations. The firm's investment strategies aim to preserve and enhance clients' capital, with a focus on long-term investment approaches and a disciplined methodology.