A complete list of active advisors currently associated with Lee Danner & Bass Inc

Warmer can help you find a great advisor at Lee Danner & Bass Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lee Danner & Bass Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.