LexAurum Advisors offers investment management services, where they can make investment decisions for you or provide recommendations that you implement yourself. They also offer financial planning services covering areas like education funding, retirement, estate, and tax planning. These planning engagements can be one-time or ongoing. LexAurum also provides retirement plan services to businesses.
Assets Under Management$1.3B
Clients2,230
Advisors33
Avg. per Client$570K
Avg. per Advisor$38M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
33 Advisors at this firm
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