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 provides discretionary investment management and counseling primarily to high net worth individuals and a range of institutional clients, including banks, corporate pension and profit-sharing plans, trusts, foundations and endowments. The firm manages nearly $2.0 billion in discretionary assets and offers management across equities, fixed income, mutual funds, ETFs, options and cash-equivalent instruments, with fees charged on a percentage-of-AUM basis. The firm emphasizes a disciplined, long-term investment process that combines top-down macro and sector analysis with bottom-up security selection, active asset-allocation decisions, and a focus on capital preservation and purchasing power; option use is generally limited to covered calls or protective puts. LDB also addresses retirement account rollovers explicitly in its brochure, disclosing the fiduciary status and the economic conflict of interest associated with recommending rollovers while describing policies intended to manage that conflict. Compared with many peer teams, LDB operates with a relatively large amount of assets per advisor—managing nearly $2.0 billion with a five-advisor team—while also participating in wrap fee programs and receiving third-party fixed-income research through soft-dollar arrangements as disclosed in its brokerage practices. The brochure also notes operational distinctions such as its formal Code of Ethics, its practice of not voting client proxies, and detailed policies around custody, directed brokerage and the handling of conflicts related to retirement-account recommendations.
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.
Name |
Location |
Years of experience |
|---|---|---|
Nashville, TN
| 22
| |
Nashville, TN
| 0
| |
Nashville, TN
| 11
| |
Nashville, TN
| 10
|
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