Lexington Investment Consulting provides investment consulting services on a discretionary or non-discretionary basis, customizing portfolios or using third-party model portfolios. They gather information about your financial situation, goals, and risk tolerance to create a written proposal and implement recommendations. Lexington also offers financial guidance services, including financial and retirement planning, estate planning, and business planning.
Fee Structure
Lexington Investment Consulting charges a fee based on the value of your investments. This fee typically ranges from 0.20% to 2.00% per year, and may be negotiable. The fee is charged quarterly, in advance, though some legacy clients may be billed monthly. If you participate in SEI's wrap fee program, you will pay Lexington an advisory fee in addition to the investment management fee paid to SEI.