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Lee Financial Corporation Item 1- Cover Page Lee Financial Corporation Form ADV March 27, 2013 This Brochure provides information about the qualifications and business practices of Lee Financial Corporation. If you have any questions about the contents of this Brochure, please contact us at (972) 960-1001. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Lee Financial Corporation is also available on the SEC’s website at www.adviserinfo.sec.gov. We are registered with the Securities and Exchange Commission, which does not imply a certain level of skill or training. The oral and written communications we provide to you, including this Brochure, is information you may use in your decision to hire us or continue a professional relationship with us. 12222 Merit Drive ▪ Suite 1500 ▪ Dallas, Texas 75251 Telephone: (972) 960-1001 ▪ Fax: (972) 404-1123 www.leefin.com or [email protected] Item 2 MATERIAL CHANGES This is our annual update and filing of our Form ADV, within it contains the following material changes from our last ADV document dated April 2012. This summary includes only material changes, therefore not all changes to the document are discussed here. Summary of Material Changes Item 10 The following list of partnerships that closed during 2012, and were removed from this ADV amendment. LFC Strategic Performance Fund Ltd. LFC Strata Energy Ltd. LFC Property Group Ellis Crowley The remaining partnerships holdings were amended to reflect activities that occurred during the year. Assets that were purchased or aquired were added, and assets that were sold or liquidated were removed. At any time we may update this brochure and send you a copy or offer to send you a copy by electronic means (e-mail) or in hard copy form. If you would like another copy of this brochure, you may download it from our website www.leefin.com, or from the Security and Exchange Commission’s website www.adviserinfo.sec.gov, or you may contact our Chief Compliance Officer, Jeff Ramsey, at (972) 960-1001. Page 2 FORM ADV 2013 RECEIPT I acknowledge receipt of Lee Financial Corporation’s Amended Form ADV dated March 27, 2013 on the ________ day of ____________________, _________. ___________________________________________ Signature ___________________________________________ Printed Name Please date, sign, and return this receipt to: Lee Financial Corporation Attn: Compliance Department 12222 Merit Drive, Suite 1500 Dallas, Texas 75251 Page 3 We are pleased to provide you with a copy of our current Form ADV, which contains important information about our firm and the services we offer to you. We are providing the information in accordance with Rule 204-3 of the Investment Advisers Act of 1940 that requires a registered investment adviser to supply a written disclosure document to individuals prior to entering into any advisory relationship. You may receive additional detailed information about the information contained in this brochure by contacting our Chief Compliance Officer, Jeff Ramsey. Thank you for choosing Lee Financial Corporation. Respectfully yours, Dana L. Pingenot, CFP®, CLU President Page 4 Item 3 TABLE OF CONTENTS Item 1 - Cover Page ......................................................................................................................……1 Item 2 - Material Changes ....................................................................................................................2 Item 3 - Table of Contents ...................................................................................................................5 Item 4 - Advisory Business ..................................................................................................................6 Item 5 - Fees and Compensation ........................................................................................................10 Item 6 - Performance-Based Fees and Side-By-Side Management ...................................................11 Item 7 - Types of Clients ...................................................................................................................11 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss ...........................................12 Item 9 - Disciplinary Information ......................................................................................................16 Item 10 - Other Financial Industry Activities and Affiliations ..........................................................16 Item 11 - Code of Ethics ....................................................................................................................39 Item 12 - Brokerage Practices ............................................................................................................41 Item 13 - Review of Accounts ...........................................................................................................43 Item 14 - Client Referrals and Other Compensation .........................................................................44 Item 15 – Custody ..............................................................................................................................44 Item 16 - Investment Discretion ........................................................................................................45 Item 17 - Voting Client Securities .....................................................................................................45 Item 18 - Financial Information .........................................................................................................47 Item 19 - Requirements for State-Registered Advisers .....................................................................47 Page 5 Item 4 - Advisory Business Who We Are Lee Financial Corporation (LFC) was founded in 1975 by Richard R. Lee, Jr. CFP® CFA as one of the first fee-only financial planning and investment advisory firms in Texas. LFC is independently owned and operated. Our principal owners and executive members are Richard R. Lee, Jr. CFP® CFA (CEO and Founder), Dana L. Pingenot, CFP® CLU (President), and Teresa Quinn, CPA CFA (Vice President). We offer personalized financial planning and investment management services. Financial planning is the cornerstone of the firm’s services with most of our clients. “Fee-only” means Lee Financial is paid through fees received from our clients. We believe if an advisor stands to gain financially from the purchase of any investment or insurance product there is an increased potential for conflict of interest. Our allegiance is to our client, and our incentive is to serve our clients` best interest. We have developed a team approach to provide financial planning and investment management services. To manage your financial assets we believe it is necessary to understand your goals and objectives in all areas. We add value by helping you define specific goals, providing analysis for the possibility of meeting the goals, monitoring your progress in reaching those goals, redefining goals as appropriate, and assisting in the management of the financial assets that play a role in achieving those goals. Our Philosophy Our success in helping individuals, families, and businesses achieve their goals lies in our holistic approach - the WholeVisionTM process. WholeVisionTM is a term that describes what we believe to be your complete financial picture. WholeVisionTM consists of four types of capital: Human Capital, Financial Capital, Fulfillment Capital and Shared Capital. Each is vitally important in its own way to overall wealth. We work closely with you to establish goals for personal growth and fulfillment, managing your financial planning needs and opportunities around your vision. Human Capital Human Capital is comprised of each individual's unique talents, skills, and education. We spend our lives building our Human Capital in different ways as we pursue our individual goals and objectives. Human Capital is particularly unique in that it is your most sustainable resource that helps to define who you are, and is usually primary resource for accumulating wealth. Financial Capital Financial Capital consists of the working capital we create and use daily. This is the targeted capital we save and invest for specific goals such as financial security and education. It is also the contingency capital we use for risk management and unforeseeable events. We work closely to protect and build your Financial Capital through careful, ongoing planning and investing. Page 6 Fulfillment Capital Fulfillment Capital is the most personal form of capital and is a vital component for realizing personal success. These are the most memorable and rewarding experiences that fill our hearts and minds. Finding this Fulfillment often drives and defines our goals. Shared Capital Shared Capital is intended for the benefit of others. We may share this Capital voluntarily with our family and community or involuntarily, through the taxes we pay. When Shared Capital is distributed, it influences our Human Capital, Financial Capital, and Fulfillment Capital. All forms of capital interact to establish a complex and evolving picture of wealth. We help manage these diverse aspects of wealth to cultivate your security, success, and fulfillment. Our Team Approach The typical LFC client receives both financial planning and investment management services from a team of advisors. LFC has four primary
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