Lee Danner & Bass Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,727,659,896
Clients
959
Advisors
5
of 11 employees
About
Lee, Danner & Bass, Inc. (LDB) provides discretionary investment management for primarily high‑net‑worth individuals and institutional clients such as banks, pension and profit‑sharing plans, trusts, foundations and endowments. The firm’s services focus on portfolio management across equities, fixed income, mutual funds, ETFs, options and cash equivalents; the brochure does not list standalone financial planning services.
LDB describes a long‑term, disciplined investment process that blends top‑down macro and asset‑allocation analysis with bottom‑up security selection, active fixed‑income management and limited option strategies. The firm reports approximately $1.975 billion in discretionary assets under management across six advisors, yielding AUM per advisor well above $200 million and reflecting a relatively large asset base for a small advisor team.
Several operational practices set LDB apart from many peers: the firm participates as a wrap‑fee program manager and receives a portion of wrap fees, uses third‑party fixed‑income research obtained via soft‑dollar arrangements, and discloses a promotional referral relationship with SmartAsset that creates a financial incentive for referrals. The brochure also notes that LDB does not vote client proxy ballots, a policy clients should consider alongside custody and trading disclosures.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
Minimum fee: $7,500 minimum annual fee; $1,875 minimum quarterly fee Fee-only: Investment advisory fee based on tiered percentage of AUM
Main office
3100 West End Avenue, Suite 1250
Nashville TN 37203
Advisors at this office
5
Most active in
Alabama · California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Mississippi · Missouri · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Lawson A
Nashville, TN
Lee Danner & Bass Inc
Lawson Allen is a financial advisor at Lee, Danner & Bass, Inc. in Nashville, TN, with 22 years of industry experience. He has been with Lee, Danner & Bass since 1994. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a long-term, disciplined investment process that combines top-down macro and asset-allocation analysis with bottom-up security selection, active fixed-income management, and limited option strategies.
Francis B
CFA®
Nashville, TN
Lee Danner & Bass Inc
Francis Bass III is a CFA® charterholder with 22 years of industry experience. He has been with Lee, Danner & Bass, Inc. since 1999. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a long-term, disciplined process that combines top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management. The firm manages approximately $2 billion in discretionary assets across six advisors.
Fred L
CFA®, Series 66
Nashville, TN
Lee Danner & Bass Inc
Fred Lowrance Jr. is a CFA® charterholder with 11 years of industry experience. He is an advisor at Lee Danner & Bass Inc., a firm with a six-advisor team based in Nashville, TN. He has worked at Avondale Partners, LLC since 2008. Lee Danner & Bass Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a long-term, disciplined investment process combining top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management.
Mark S
Nashville, TN
Lee Danner & Bass Inc
Mark Smith is a financial advisor with Lee, Danner & Bass, Inc. in Nashville, TN, where he has worked since 1989. He has 22 years of industry experience and is part of a six-advisor team. Lee, Danner & Bass, Inc. provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a long-term, disciplined investment approach that integrates top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management. The firm manages approximately $1.975 billion in discretionary assets across its team.
Christopher P
Series 63, Series 65
Nashville, TN
Lee Danner & Bass Inc
Christopher Prest is a financial advisor at Lee Danner & Bass Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cypress Capital, LLC, Principal Street Partners, and Green Square Capital, LLC. Lee Danner & Bass Inc provides discretionary investment management primarily for high-net-worth individuals and institutional clients, employing a disciplined, long-term investment process that combines top-down macro and asset-allocation analysis with bottom-up security selection and active fixed-income management.
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