LexAurum Advisors offers ongoing investment management and financial planning services to individuals, families, and businesses. The firm builds diversified portfolios using modern portfolio theory, primarily utilizing low-cost exchange-traded funds, mutual funds, stocks, and bonds. Clients can choose to have accounts managed directly by their advisor, through standardized model portfolio programs managed by the firm's Chief Investment Officer, or by outside managers. LexAurum Advisors also provides financial planning covering education funding, retirement, estate planning, risk management, and tax strategies. The firm serves individuals as well as institutional clients, retirement plans, foundations, and endowments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable on a case-by-case basis. For accounts managed using Pontera, fees will not be below 0.25%.