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Mcpherson Danny Lee (Dallas)


Mcpherson Danny Lee is an adviser based in Dallas. It manages $20.52 million of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2001.

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Mcpherson Danny Lee provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcpherson Danny Lee: assets under management

The assets under management (AUM) of Mcpherson Danny Lee is $20.52 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $233.14 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mcpherson Danny Lee for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Mcpherson Danny Lee performs its advisory services is located at 8360 Lbj Freeway, Dallas, TX 75243, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-354-2000 or by fax 972-354-2004. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.mcphersonpam.com.


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