Fred
Lowrance

Lee Danner & Bass Inc

CRD#4339851
Investment Advisor
in Nashville, TN

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About this Advisor

Fred Lowrance is a chartered financial analyst who works in Nashville, Tennessee who has 8 years of industry experience. Lowrance is currently employed by Lee Danner & Bass Inc. They have been employed by Lee Danner & Bass Inc for all of their career. Lowrance has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama, Illinois, Indiana, Kentucky, Missouri, North Carolina, Tennessee and Texas. Lee Danner & Bass Inc is a registered investment firm operating out of Nashville, TN. It manages $1 billion in assets among its 965 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 45 charities and foundations. Of its 965 customer accounts, 94% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically vary depending on which services are provided. Fees billed by Lee Danner & Bass Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

3100 West End Avenue Suite 1250
Nashville, TN 37203

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Lee Danner & Bass Inc Brokerage Details

Total Assets Under Management

$1,393,841,062

TN Average: $730,596,643
Total Number of Employees

12

TN Average: 15
Total Number of Accounts

965

TN Average: 968
Average Account Size

$1,444,395

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Fred Lowrance Work History

Fred has been registered as a financial advisor for 8 years.*

2008 - Present (16 years)

Avondale Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Fred Lowrance to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lee Danner & Bass Inc

Fred Lowrance
Nashville, TN
Francis Bass
Nashville, TN
Lawson Allen
Nashville, TN
Mark Smith
Nashville, TN
Francis Bass
Nashville, TN
Ernest Williams
Nashville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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