LEE FINANCIAL ASSOCIATES, INC.

Overview

Lee Financial Associates, Inc. operates as an individually owned corporate advisory firm that positions itself as a capital allocator and advisor focused on financial planning and selecting outside managers. The firm’s advisory activity centers on delivering financial planning engagements and identifying third‑party advisers to implement client portfolios rather than acting as a large-scale discretionary asset manager. Fee arrangements include hourly and fixed fees as well as other fee arrangements, consistent with a planning- and consulting-oriented model. The firm is not an active ESG investor, does not assert multi‑state advisory status, and does not operate as a pension consultant or related adviser.

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Investments & Alternatives

Location & Offices