Lexington Capital offers portfolio management tailored to individual client goals and risk tolerance. They also provide subadvisory services to other advisors. Financial planning covers investment, insurance, tax, retirement, and college planning. They use charting, modern portfolio theory, quantitative, and technical analysis. Lexington Capital also manages held away assets such as defined contribution plan participant accounts, with discretion.
Assets Under Management$13M
Clients22
Advisors1
Avg. per Client$570K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1000K | 1.35% |
| $1M+ | 1.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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