Lenox Capital Management offers investment management services, primarily discretionary, for individuals, businesses, and institutional clients. They also create financial plans, but clients are not obligated to implement the plan's recommendations through Lenox CM. The firm tailors its services to each client's needs, goals, risk tolerance, and investment time horizon. Clients can impose reasonable restrictions on investments.
Assets Under Management$60M
Clients456
Advisors1
Avg. per Client$130K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Lenox Capital Management charges quarterly fees based on the value of your portfolio's holdings. The fee is 1.35% annually on common stock holdings and 0.5% annually on bonds and preferred stocks. Trades are placed through Hilltop Securities, and advisory clients do not pay transactional fees.
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