How does the advisor help clients – Key Takeaways:
As an experienced financial expert, Lexington Capital Management LP provides comprehensive wealth management services to a diverse group of clients. Their team of skilled advisors specializes in assisting clients with achieving their financial goals through personalized planning and investment strategies.
Facts and Insights
Founded in 1994, Lexington Capital Management LP has over 25 years of experience in the financial services industry. With headquarters in New York City, they offer their services to clients nationwide.
The firm’s assets under management (AUM) currently sit at $2.8 billion, with a team of 15 advisors dedicated to serving their clients. This equates to approximately $187 million in AUM per advisor, showcasing their ability to efficiently manage and grow their clients’ assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.8 billion | 15 | Over 25 years |
Financial Services Offered
Lexington Capital Management LP offers a wide range of financial services to help their clients reach their goals. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
The firm works with individuals, families, and institutions, offering customized solutions to meet each client’s unique needs and risk tolerance. They understand that every client has different financial objectives and strive to provide personalized recommendations and strategies for each individual or entity.
Fees & Compensation
Lexington Capital Management LP operates on a fee-based compensation structure, meaning that they charge a percentage of AUM for their services. This aligns their interests with their clients’ goals, as they only profit when their clients’ assets grow.
They also offer performance-based fees, where their compensation is tied to the performance of the investments within a client’s portfolio. This further incentivizes the firm to make sound investment decisions that align with their clients’ best interests.
Background
The team at Lexington Capital Management LP is led by a group of experienced financial professionals with a diverse range of backgrounds. They pride themselves on providing comprehensive financial planning and investment advice, backed by years of industry knowledge and expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, Lexington Capital Management LP has a fiduciary duty to act in the best interests of their clients. They are legally required to disclose any conflicts of interest and fully disclose all fees and compensation structures to their clients.
Additionally, the firm has a clean record with no disclosures of disciplinary actions or regulatory sanctions against them or their advisors.