Lexington Financial / Life Management operates as a virtual family office in Nashville, Tennessee, offering comprehensive investment consulting, portfolio management, and financial guidance services. The firm designs customized portfolios based on each client's goals and risk tolerance, and participates in third-party managed account programs such as SEI. In addition to managing investments, Lexington Financial / Life Management provides broad financial guidance encompassing retirement planning, estate planning, tax planning, business consulting, insurance consulting, and bill payment services. The firm works primarily with high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are charged either as a fixed fee or as a percentage ranging between 0.20% and 2.00% of assets under management. Fees are negotiable.