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LEX CAPITAL MANAGEMENT INC.

LEX CAPITAL MANAGEMENT INC.

Description

LEX CAPITAL MANAGEMENT INC.

LEX CAPITAL MANAGEMENT INC. is a financial advisory firm that specializes in providing personalized and comprehensive financial services to its clients. With a team of experienced and knowledgeable advisors, LEX CAPITAL MANAGEMENT INC. works with individuals, families, and businesses to help them achieve their financial goals.

How does the advisor help clients – Key Takeaways:

  • LEX CAPITAL MANAGEMENT INC. offers personalized financial solutions tailored to the specific needs and goals of each client.
  • The firm follows a holistic approach to financial planning, considering all aspects of a client’s financial life.
  • LEX CAPITAL MANAGEMENT INC. provides ongoing support and guidance to clients, helping them navigate through various financial challenges and opportunities.

Facts and Insights

Founded in 2008, LEX CAPITAL MANAGEMENT INC. has been in business for over 10 years. The firm is headquartered in New York City and has office locations in various states across the US. As of 2019, the firm manages over $500 million in assets under management.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million+ 15+ Over 10 years

Financial Services Offered

  • Investment management
  • Retirement planning
  • Wealth management
  • Estate planning
  • Tax planning
  • Risk management

Client Types

  • Individuals
  • High-net-worth individuals
  • Families
  • Businesses

Fees & Compensation

LEX CAPITAL MANAGEMENT INC. charges a fee based on a percentage of assets under management. This fee structure ensures that the firm is aligned with the best interests of its clients. The firm does not receive any commissions for recommending specific financial products, providing unbiased and objective advice.

Background

The team at LEX CAPITAL MANAGEMENT INC. consists of highly trained and experienced financial advisors who have a deep understanding of the complexities of the financial industry. They are committed to providing top-notch service and building long-term relationships with their clients.

Financial Advisor Disclosures to Know

As a registered investment advisor, LEX CAPITAL MANAGEMENT INC. is required to disclose any disciplinary actions or conflicts of interest that may impact their clients. Currently, there are no disclosures reported for the firm or its advisors.

Company Information

Main Office

Mail Office

Other Information

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