LexION Capital Management manages investment portfolios for individuals, retirement plans, trusts, and businesses. They create investment strategies based on client goals and risk tolerance, using mutual funds and ETFs. LexION Capital also offers financial planning services covering areas like education, tax, retirement, and estate planning. They also manage the LexION Alpha Fund, a pooled investment vehicle.
Assets Under Management$85M
Clients88
AdvisorsN/A
Avg. per Client$960K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.90% |
| $8.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
All accounts for members of the client’s family (husband, wife, and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.