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How does the advisor help clients – Key Takeaways:
LEXINGTON INVESTMENT CONSULTING, LLC provides expert financial advice and guidance to clients in order to help them achieve their financial goals. They offer a wide range of services and cater to various client types, ensuring that each individual receives personalized and comprehensive guidance.
Facts and Insights
Here are some key facts and insights about LEXINGTON INVESTMENT CONSULTING, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
LEXINGTON INVESTMENT CONSULTING, LLC offers a range of financial services to assist clients in managing and growing their wealth. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Education planning
- Tax planning
- Insurance planning
- Debt management
Client Types
LEXINGTON INVESTMENT CONSULTING, LLC caters to a diverse client base, including:
- Individuals
- Families
- Small business owners
- Professionals
- Retirees
- High-net worth individuals
Fees & Compensation
LEXINGTON INVESTMENT CONSULTING, LLC believes in transparent and fair fees for their services. They offer fee-based compensation, meaning they charge a percentage of assets under management as their fee. This aligns their interests with those of their clients, as their compensation is directly tied to the growth of their clients’ portfolios.
Background
Established in 2011, LEXINGTON INVESTMENT CONSULTING, LLC has been providing top-notch financial advice and services for 10 years. Their team of experienced advisors work closely with clients to create personalized strategies that fit their unique financial needs and goals.
Financial Advisor Disclosures to Know
While LEXINGTON INVESTMENT CONSULTING, LLC strives to maintain a clean disciplinary record, there are a few important disclosures to be aware of:
- No regulatory or criminal disclosures
- No bankruptcy filings
When choosing a financial advisor, it is important to research and understand their background and any potential conflicts of interest. LEXINGTON INVESTMENT CONSULTING, LLC is committed to transparency and puts their clients’ best interests first.