A complete list of active advisors currently associated with Lees Monsour Group
Warmer can help you find a great advisor at Lees Monsour Group or one who fits your needs even better.
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.
To learn more about the advisors currently working at Lees Monsour Group, 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 |
|---|---|---|
Shreveport, LA
| 18
| |
Shreveport, LA
| 39
| |
Shreveport, LA
| 31
|
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