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Credentials
Series 65
Experience Industry experience
11 years
Location
Fayetteville, AR 72703
Lexington Research and Capital Group, LLC
Supported
Total advisors
1Clients per advisor
205 Very HighAvg AUM per client
$1,729,471 Very HighHNW client ratio
78% Very HighStewart Officer is a financial advisor at Lexington Research and Capital Group, LLC, holding a Series 65 designation with 10 years of industry experience. He has been with Lexington since 2013, including its predecessor entity, Lexington Research and Capital. Lexington Research and Capital Group provides fee-only investment management and financial planning services to individuals, trusts, estates, and small retirement plans. The firm employs a fiduciary approach grounded in efficient market theory and modern portfolio analysis, utilizing low-cost passive index funds, ETFs, and select individual stocks with international exposure, emphasizing long-term investing, cost minimization, and discretionary portfolio management.
$0 - $590,000: 0.50% annually $590,000 - $750,000: $2950 annual fixed fee $750,000 - $1,000,000: $3250 annual fixed fee $1,000,000 - $1,250,000: $3550 annual fixed fee $1,250,000 - $1,500,000: $3750 annual fixed fee $1,500,000 - $1,750,000: $3950 annual fixed fee $1,750,000 - $2,000,000: $4150 annual fixed fee $2,000,000 - $2,250,000: $4350 annual fixed fee $2,250,000 - $2,500,000: $4550 annual fixed fee $2,500,000 - $2,750,000: $4750 annual fixed fee $2,750,000 - $3,000,000: $4950 annual fixed fee $3,000,000 - $3,250,000: $5150 annual fixed fee $3,250,000 - $3,500,000: $5300 annual fixed fee $3,500,000 - $3,750,000: $5450 annual fixed fee $3,750,000 - $4,000,000: $5600 annual fixed fee $4,000,000 - $4,500,000: $5750 annual fixed fee $4,500,000 - $5,000,000: $5900 annual fixed fee $5,000,000 - $5,500,000: $6000 annual fixed fee $5,500,000 - $6,000,000: $6100 annual fixed fee $6,000,000 - $6,500,000: $6200 annual fixed fee $6,500,000 - $7,000,000: $6300 annual fixed fee $7,000,000 - $7,500,000: $6400 annual fixed fee $7,500,000 - $8,000,000: $6500 annual fixed fee
Minimum fee: $2950 to $6500 annually depending on asset level as fixed fees for accounts above $590,000 Fee-only: Fee-only investment advisory; fees come directly from clients; no commissions accepted.
Fayetteville, AR
211 N. Block Suite 105
Fayetteville AR 72703
Advisors at this office
1
Arkansas
11 years of industry experience
Lexington Research and Capital
2015 - Present • 11 years
Fayetteville, AR
Lexington Research and Capital Group
2013 - Present • 13 years
Fayetteville, AR
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Is not active or affiliated with:
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They provide trust and estate administration services, typically for separate fees.
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Other specialized services
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Series 66
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Hulsey Capital Management, Inc.
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CFP®, Series 63
Fayetteville, AR
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Series 65
Fayetteville, AR
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