Lexington Capital Management, led by CEO Panio Zhivkov, manages the Tau Management equity fund. Lexington Capital Management uses a value investing strategy to find undervalued companies. The firm buys stock in companies trading below their intrinsic value and holds it until a target price or satisfactory return is reached. The firm and its CEO invest in the same securities as their clients.
Assets Under Management$120K
Clients1
Advisors1
Avg. per Client$120K
Avg. per Advisor$120K
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
A 10% performance fee on investment gains is charged to institutional and sophisticated investors only.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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