Lexington Avenue Capital Management provides investment advice and manages portfolios for individuals, trusts, small businesses, retirement plans, and non-profits. Lexington also offers financial planning and consulting services. Lexington's investment approach focuses on long-term, diversified portfolios using low-fee mutual funds and ETFs. They tailor their advice to each client's unique circumstances and goals.
Assets Under Management$160M
Clients74
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable for family, friends, large endowments, and other institutional accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...