Lees Monsour Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$608,322,147
Clients
330
Advisors
3
of 4 employees
About
Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm acts as a fiduciary and, like most team firms, delivers portfolio management for individual clients and charges percentage‑of‑AUM fees.
Investment programs are customized and typically constructed with individual equities, ETFs, individual bonds and, where appropriate, mutual funds or legacy holdings; the firm emphasizes a primarily long‑term approach while employing both fundamental and technical analysis and will trade shorter‑term when rebalancing or market conditions warrant. The firm also considers share‑class selection as part of implementation, generally seeking lower‑cost institutional share classes but retaining other classes when custodial or tax constraints make them more suitable.
Compared with peers, the firm’s asset base is large relative to its advisory headcount — managing roughly $681 million with a small advisory team, resulting in an above‑typical AUM‑per‑advisor ratio. It also maintains an institutional platform relationship that provides research, technology and other support from its custodian, and the firm discloses the use of compensated referral arrangements (promoters/solicitors) under applicable solicitation rules.
Client services
Expertise
Fee options
Fixed fee engagements for financial planning negotiated based on expected hours to complete engagement
0.50% to 1.50% annually (based on several factors including scope, complexity, asset level, relationship)
Up to $300 per hour for financial planning services
Account minimum: $500,000 (may be reduced at sole discretion) Fee-only: Financial planning services offered on hourly basis up to $300/hour or fixed fee engagements negotiated based on expected hours
Main office
9335 Ellerbe Road
Shreveport LA 71106
Advisors at this office
3
Most active in
Alaska · Arkansas · Louisiana · Texas
Also doing business as
Lees Monsour Group · Lmg Wealth Partners, LLC
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
Jeffrey M
Series 63, Series 65
Shreveport, LA
Lees Monsour Group
Jeffrey Monsour is a financial advisor with Lees Monsour Group in Shreveport, LA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at Stephens Inc. from 2014 to 2022 before joining his current firm. Monsour is the sole owner of Catahoula Club, LLC, a hunting land investment outside of his advisory role. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm emphasizes a primarily long-term investment approach using a combination of individual equities, ETFs, bonds, and mutual funds, managing roughly $681 million with a small advisory team.
Vickie C
Series 63
Shreveport, LA
Lees Monsour Group
Vickie Chrisman is a financial advisor with Lees Monsour Group, holding a Series 63 designation and 18 years of industry experience. She previously worked at Stephens Inc. for eight years before joining LMG Wealth Partners, LLC in 2022. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach, customizing portfolios with individual equities, ETFs, bonds, and mutual funds, while utilizing both fundamental and technical analysis.
Samuel L
Series 63, Series 65
Shreveport, LA
Lees Monsour Group
Samuel Lees is a financial advisor with Lees Monsour Group in Shreveport, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Stephens Inc for eight years before joining LMG Wealth Partners, LLC. Outside of his advisory work, he is a 33% owner of Lloyds of Sophia, LLC, a limousine service unrelated to his financial activities. Lees Monsour Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm emphasizes a long-term investment approach using customized portfolios with equities, ETFs, bonds, and mutual funds, managing approximately $681 million with a small advisory team.
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