Overview

Headquarters
Overland Park, KS
Total Firm Assets
$1.3 billion
Average High-Net-Worth Client Portfolio Size
$2.4 million

Fee Disclosure

Source: LEXAURUM ADVISORS, LLC - ADV PART 2A (2/26/2026) (2026-02-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 2.00%
$2,000,001 $5,000,000 1.75%
$5,000,001 and above 1.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $20,000 2.00%
$5 million $92,500 1.85%
$10 million $167,500 1.68%
$50 million $767,500 1.54%
$100 million $1,517,500 1.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
61.72%
Number of High-Net-Worth Clients
331
Total Client Accounts
5,599
Discretionary Accounts
5,107
Non-Discretionary Accounts
492

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
283653
  • LEXAURUM ADVISORS, LLC - ADV PART 2A (2/26/2026) (2026-02-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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