Lee Danner & Bass Inc
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Overview
Lee Danner & Bass Inc operates as an advisory firm located in Nashville, Tennessee. The firm has $1.4 billion in assets under management over 965 customer accounts, making it one of the largest financial advisory firms in the country by assets under management (AUM). It has a small group, including 6 financial advisors. Lee Danner & Bass Inc does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, options and equities.
Lee Danner & Bass Inc manages all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which transaction choices for the client's account are made by a portfolio manager without needing the client's approval. The advisory firm administers about $1.4 million in assets for each account. The average advisor at Lee Danner & Bass Inc manages about 161 client accounts.
The company's central office is located at 3100 West End Avenue, Nashville, Tennessee 37203. The firm is registered to provide services to customers throughout 14 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lee Danner & Bass Inc by the Numbers
$1.4 billion
12
965
$1.4 million
Fee Structure
A financial advisor's fees typically are based on which services the firm provides the client. Fees billed by the firm typically consist of the following fee structure: asset-based. Lee Danner & Bass Inc participates in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to high net worth investors, pension plans, charitable organizations and corporations. Out of its 965 accounts, Lee Danner & Bass Inc's largest client type by number of accounts is high net worth investors, although it also caters to 907 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts reside abroad.
- High-Net-Worth Individuals* - 93.99%
- Other Individuals - 0%
- Corporations - 1.35%
- Charitable Organizations - 4.66%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lee Danner & Bass Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Lee Danner & Bass Inc
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.