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Lee Financial Group
Losses hurt more than equivalent gains help.®
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Losses hurt more than equivalent gains help.®

FAQ’s

Some of the Common Questions We Are Asked

FAQ’s

Some of the Common Questions We Are Asked

Why is it important to work with a fiduciary?

A fiduciary is a person or entity that has agreed to act at all times in the client’s best interest and for the client’s sole benefit. In fiduciary relationships like those at LFG, there is full transparency around compensation that is based on fees and not commissions.

Is there a minimum amount to invest?

Yes. Different minimums apply to different investment options.

What is your fee structure?

Generally, our fees are based on the value of your assets. We make more money only when you make more money. We also offer other fee structures based on certain LFG strategies.

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