Lexington Hill Partners offers wealth management services including investment management and limited consulting services. They develop asset allocation strategies, recommend investments, and monitor portfolios. Limited consulting services are tailored to the family and its needs and includes personal budgeting, investment planning, estate planning, and tax coordination. Lexington Hill may allocate assets to independent managers and provides advice on private fund investments.
Assets Under Management$170M
Clients52
Advisors6
Avg. per Client$3.3M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable and may vary among clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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