LEE DANNER & BASS INC
SEC RegisteredPreserving your future ™
About the firm
Founded in 1988, Lee, Danner & Bass, Inc. is an independent investment advisory firm based in Nashville, Tennessee, managing more than $2.2 billion in assets. The firm specializes in crafting customized portfolios using individual stocks and bonds, with portfolio managers averaging more than 28 years of investment experience each.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment management, customized portfolio construction using individual stocks and bonds, retirement planning, wealth preservation, and wealth growth strategies.
Who they serve
Individuals, foundations, and retirement clients seeking wealth management and investment advisory services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 959 | $1.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $5.5M |
| State/Municipal Entities | 49 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
40 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 0.75% |
| Next $3,000,000 | 0.60% |
| Over $5,000,000 | 0.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEE DANNER & BASS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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