Lee Danner & Bass Inc logo

Lee Danner & Bass Inc

Updated today

Client assets under management

$1,727,659,896

Clients

959

100% high-net worth

Advisors

4

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

240

Very High

Average account size

$1,801,522

About

Lee, Danner & Bass provides discretionary investment management and counseling primarily to high net worth individuals and a range of institutional clients, including banks, corporate pension and profit-sharing plans, trusts, foundations and endowments. The firm manages nearly $2.0 billion in discretionary assets and offers management across equities, fixed income, mutual funds, ETFs, options and cash-equivalent instruments, with fees charged on a percentage-of-AUM basis.

The firm emphasizes a disciplined, long-term investment process that combines top-down macro and sector analysis with bottom-up security selection, active asset-allocation decisions, and a focus on capital preservation and purchasing power; option use is generally limited to covered calls or protective puts. LDB also addresses retirement account rollovers explicitly in its brochure, disclosing the fiduciary status and the economic conflict of interest associated with recommending rollovers while describing policies intended to manage that conflict.

Compared with many peer teams, LDB operates with a relatively large amount of assets per advisor—managing nearly $2.0 billion with a five-advisor team—while also participating in wrap fee programs and receiving third-party fixed-income research through soft-dollar arrangements as disclosed in its brokerage practices. The brochure also notes operational distinctions such as its formal Code of Ethics, its practice of not voting client proxies, and detailed policies around custody, directed brokerage and the handling of conflicts related to retirement-account recommendations.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually

Other

Minimum fee: Minimum annual fee of $7,500 and minimum quarterly fee of $1,875

Main office location

Lee Danner & Bass Inc

3100 West End Avenue, Suite 1250

Nashville TN 37203, United States

Number of offices

1

Most active in

Alabama · California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Mississippi · Missouri · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Thomas D

CFA®

Nashville, TN

Lee Danner & Bass Inc

Thomas Delaney is a CFA® charterholder currently with Lee, Danner & Bass Inc in Nashville, TN. He joined the firm in 2025 after 17 years at Harris Associates. Lee, Danner & Bass provides discretionary investment management to high-net-worth individuals and institutional clients, managing approximately $1.96 billion in assets. The firm employs a long-term, disciplined investment process combining top-down economic forecasting with bottom-up security selection and emphasizes asset allocation to manage market risk.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Retired
user avatar

Francis B

CFA®

Nashville, TN

Lee Danner & Bass Inc

Francis Bass is a CFA® charterholder with 22 years of industry experience. He has been with Lee, Danner & Bass, Inc. since 1999. The firm provides discretionary investment management to high-net-worth individuals and institutional clients, managing approximately $1.96 billion in discretionary assets. Lee, Danner & Bass employs a long-term, disciplined investment process that integrates top-down capital market and economic forecasting with bottom-up security selection, emphasizing asset allocation to manage market risk.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Retired
user avatar

Fred L

CFA®, Series 66

Nashville, TN

Lee Danner & Bass Inc

Fred Lowrance Jr. is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is associated with Lee Danner & Bass Inc and has been working at Avondale Partners, LLC since 2008. Lee Danner & Bass Inc provides discretionary investment management to high-net-worth individuals and institutional clients, including banks, pension and profit-sharing plans, trusts, endowments, and foundations. The firm employs a long-term, disciplined investment process that integrates top-down economic forecasting with bottom-up security selection, emphasizing asset allocation to manage market risk across equities, fixed income, mutual funds, ETFs, and limited option strategies.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Retired
user avatar

Christopher P

Series 63, Series 65

Nashville, TN

Lee Danner & Bass Inc

Christopher Prest is a financial advisor at Lee Danner & Bass Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cypress Capital, LLC, Principal Street Partners, and Green Square Capital, LLC. Lee Danner & Bass provides discretionary investment management to high-net-worth individuals and institutional clients, managing approximately $1.96 billion in assets. The firm uses a long-term, disciplined investment process combining top-down economic forecasting with bottom-up security selection, emphasizing asset allocation to manage market risk.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Retired
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