Lexaurum Advisors
Assets Under Management
$1.0B
Number of Clients
1,869
Number of Advisors
31
Avg. Portfolio per Client
$538K
Avg. Managed per Advisor
$32.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
LexAurum Advisors offers investment management services, where they can make investment decisions for you or provide recommendations for you to implement. They also offer financial planning services covering areas like education funding, retirement, estate, and tax planning. These planning engagements can be one-time or ongoing. LexAurum also provides retirement plan services to businesses.
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
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Location
16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085
31 Advisors at this firm
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