Advisor at Lexington Capital, LLC
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Lance Mc Donald is a financial advisor at Lexington Capital, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Lexington Capital since 2011. In addition to his advisory role, he is a licensed insurance agent in Iowa. Lexington Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and other advisers. The firm employs both tactical and strategic investment strategies and offers discretionary management with documented Investment Policy Statements, working with a mix of quantitative and technical analysis.
Based on Lexington Capital, LLC
$250 fixed fee for financial planning
$0 - $249,999: 1.60% $250,000 - $999,999: 1.35% $1,000,000 - And Up: 1.10%
Marion, IA
Iowa · Minnesota
Lexington Capital, LLC
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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