Overview

Headquarters
Dallas, TX
Total Firm Assets
$278 million
Average High-Net-Worth Client Portfolio Size
$5.0 million

Fee Disclosure

Source: FORM ADV 2A & 2BS, LEXINGTON HILL PARTNERS, LLC (2026-03-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.75%
$1,000,001 $5,000,000 0.50%
$5,000,001 $25,000,000 0.25%
$25,000,001 and above 0.15%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $7,500 0.75%
$5 million $27,500 0.55%
$10 million $40,000 0.40%
$50 million $115,000 0.23%
$100 million $190,000 0.19%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
94.56%
Number of High-Net-Worth Clients
53
Total Client Accounts
259
Discretionary Accounts
248
Non-Discretionary Accounts
11

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
301810
  • FORM ADV 2A & 2BS, LEXINGTON HILL PARTNERS, LLC (2026-03-27) (fee schedule source) · View brochure text

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

Frequently Asked Questions