A complete list of active advisors currently associated with Lexus Wealth Management
Warmer can help you find a great advisor at Lexus Wealth Management or one who fits your needs even better.
Lexus Wealth Management serves individual and high‑net‑worth clients as well as institutional types such as banks, pension plans, trusts, and corporations, managing approximately $42.3 million for about 279 clients through a three‑advisor team. The firm offers discretionary portfolio management, written financial planning, retirement rollover advice, and consultation/speaking engagements for both clients and non‑clients. The firm develops an individualized Investment Profile for each client and applies a mix of fundamental, technical and modern portfolio theory approaches, emphasizing strategic asset allocation, periodic rebalancing, and tailored adjustments for special situations (e.g., low‑basis stock or business interests). Managed accounts are actively monitored with at least quarterly reviews, and trades are implemented through an institutional platform described in the brochure. Several disclosures distinguish Lexus from many peers: the brochure notes a prior regulatory matter from 2014 that resulted in a FINRA suspension, fines, and a state‑imposed educational requirement, an uncommon disclosure for firms in this category. Lexus also offers paid educational seminars and speaking engagements (with fees described in the brochure) and discloses that its advisers are licensed to sell insurance products and may receive commissions for those sales, a potential conflict of interest it describes and addresses in its policies.
To learn more about the advisors currently working at Lexus Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lawrenceville, GA
| 23
| |
Olympia Fields, IL
| 17
| |
Omaha, NE
| 25
|
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