Lexus Wealth Management offers portfolio management based on individual client goals and financial planning services covering various topics like asset allocation, retirement, and estate planning. They also offer consultation services and speaking engagements. Lexus Wealth Management provides advice on mutual funds, ETFs, stocks, bonds, and other securities. They tailor their services to individual client needs and objectives.
Assets Under Management$42M
Clients284
Advisors3
Avg. per Client$150K
Avg. per Advisor$14M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Blended fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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