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LexAurum Advisors

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Total assets under management

$1,006,435,215

More info

Total clients

1,828

16% high-net worth

Total advisors

30

of 45 employees

Firm size

Multi Team

Average clients per advisor

61

Average account size

$550,566

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Financial planning fees may be quoted as a fixed amount, negotiable based on complexity

Percentage

$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.25% annually

Project-based

Financial planning fees charged at a fixed hourly rate, negotiable based on complexity

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

LexAurum Advisors

16010 Metcalf Avenue, Suite 101

Overland Park KS 66085, United States

Number of offices

24

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 913-261-9316

Advisors at this firm

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Timothy H

CFP®, Series 63, Series 65

Ankeny, IA

LexAurum Advisors
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Gary C

Series 66

Medina, OH

LexAurum Advisors
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Linda S

Series 63, Series 65

Sykesville, MD

LexAurum Advisors
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Peter H

CFA®, Series 63, Series 65, Series 66

Overland Park, KS

LexAurum Advisors
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Virginia S

Series 66

Overland Park, KS

LexAurum Advisors
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Kelly K

Series 65

Wooster, OH

LexAurum Advisors
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Karen B

Series 63

Omaha, NE

LexAurum Advisors
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Brandon J

Series 66

Guthrie, OK

LexAurum Advisors
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James B

ChFC®, Series 63

Lenexa, KS

LexAurum Advisors
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Rochelle T

Series 63, Series 65

Overland Park, KS

LexAurum Advisors
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Kris P

CFP®, Series 63, Series 66

Overland Park, KS

LexAurum Advisors
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Ian Y

Series 63, Series 66

Littleton, CO

LexAurum Advisors
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Todd K

Series 65

Austin, TX

LexAurum Advisors
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Stephen A

Series 65

Mansfield, OH

LexAurum Advisors
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Kyle H

Series 66

Smithville, MO

LexAurum Advisors
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