Lexington Research and Capital Group, LLC offers investment management services for individuals, trusts, estates, and retirement plans. The firm also provides financial planning services, including defining financial objectives, cash flow management, risk management, and retirement planning. Lexington Research and Capital Group acts as a fiduciary, placing client interests first. The firm is fee-only, meaning it does not accept commissions.
Assets Under Management$320M
Clients189
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Lexington Research and Capital Group, LLC charges an annual fee based on the value of your portfolio. The fee is calculated as follows:
- $0 - $590,000: 0.50% of assets under management
- $590,000 - $750,000: $2,950.00
- $750,000 - $1,000,000: $3,250.00
- $1,000,000 - $1,250,000: $3,550.00
- $1,250,000 - $1,500,000: $3,750.00
- $1,500,000 - $1,750,000: $3,950.00
- $1,750,000 - $2,000,000: $4,150.00
- $2,000,000 - $2,250,000: $4,350.00
- $2,250,000 - $2,500,000: $4,550.00
- $2,500,000 - $2,750,000: $4,750.00
- $2,750,000 - $3,000,000: $4,950.00
- $3,000,000 - $3,250,000: $5,150.00
- $3,250,000 - $3,500,000: $5,300.00
- $3,500,000 - $3,750,000: $5,450.00
- $3,750,000 - $4,000,000: $5,600.00
- $4,000,000 - $4,500,000: $5,750.00
- $4,500,000 - $5,000,000: $5,900.00
- $5,000,000 - $5,500,000: $6,000.00
- $5,500,000 - $6,000,000: $6,100.00
- $6,000,000 - $6,500,000: $6,200.00
- $6,500,000 - $7,000,000: $6,300.00
- $7,000,000 - $7,500,000: $6,400.00
- $7,500,000 - $8,000,000: $6,500.00
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