About LEXCO WEALTH MANAGEMENT, INC.
Lexco Wealth Management, Inc. is a leading financial advisory firm that provides personalized and comprehensive wealth management services to individuals and families. With a team of experienced professionals and a commitment to putting clients first, LEXCO helps clients reach their financial goals and achieve long-term financial success.
How does the advisor help clients – Key Takeaways:
- Offers personalized wealth management services to help clients meet their financial goals.
- Focuses on building long-term relationships with clients based on trust and transparency.
- Provides clients with a comprehensive and customized financial plan to achieve their financial objectives.
Facts and Insights
Founded in 2005, LEXCO WEALTH MANAGEMENT, INC. has over 15 years of experience in providing financial advisory services. As of December 2020, LEXCO has more than $500 million in assets under management and a team of 10 highly qualified advisors. The firm has a solid track record of helping clients achieve their financial goals and has received numerous awards and recognition for its outstanding performance in the industry.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management (as of December 2020) | $500 million |
|---|---|
| Number of Advisors (as of December 2020) | 10 |
| Time in Business | 15 years |
Financial Services Offered
LEXCO WEALTH MANAGEMENT, INC. offers a wide range of financial services to help clients navigate the complexities of their financial lives. These include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Business succession planning
Client Types
LEXCO WEALTH MANAGEMENT, INC. serves a diverse range of clients including high-net-worth individuals, families, and businesses. The firm is committed to understanding the unique needs and goals of each client and tailoring their services to meet those specific needs.
Fees & Compensation
LEXCO WEALTH MANAGEMENT, INC. strives to be transparent about its fee and compensation structure. The firm primarily charges a percentage of assets under management, but may also charge flat fees or hourly rates for certain services. The firm does not receive any form of compensation from third-party companies for recommending their products or services to clients, ensuring that their advice is always in the best interest of their clients.
Background
The team at LEXCO WEALTH MANAGEMENT, INC. is led by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. John holds several professional certifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®), and is dedicated to providing sound financial advice to his clients.
Financial Advisor Disclosures to Know
LEXCO WEALTH MANAGEMENT, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is required to provide full disclosure of any potential conflicts of interest to clients. Clients can access this information on the firm’s Form ADV, available on the SEC’s website, or by requesting a copy directly from the firm.