Olympia Fields, IL Office
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Lexus Wealth Management
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About
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.
Based on Lexus Wealth Management
Expertise
Based on Lexus Wealth Management
Location
Olympia Fields IL
Advisors at this office
1
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