Lennox Financial provides investment management services to individuals, retirement plans, trusts, and business owners. Lennox Financial prepares an Investment Policy Statement with clients, supervises accounts, provides performance reports, and consults with clients on investment-related questions. Lennox Financial focuses on helping clients protect their assets and make their money grow.
Assets Under Management$19M
Clients27
Advisors1
Avg. per Client$690K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable and discounts may be offered for aggregating accounts in the same family. A few clients are grandfathered under old agreements with slightly different fees. There is a $300/quarter minimum fee for the first $200,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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