Your Partner in the New Advisory World

With the rapidly changing financial-industry landscape, you need a new kind of firm to partner with.

Who We Are: LexAurum is a multi-location RIA designed for good advisors who want to run their practices as they see fit. We take care of the important basic functions and you avoid the headaches and responsibility of managing your own RIA, allowing you to spend your time where it is most valuable. Are these the key factors for you?

  • Maximum Freedom and Flexibility to run your practice as you see fit

  • Opportunity to brand under your own DBA name

  • Your Book of Business remains yours

  • High Payouts (85%-94%)

  • Economies of Scale in Technology

  • Access to a Broker Dealer if you need it

  • Investment options include Rep-as-PM, Third-Party Managers and Firm-Managed Portfolios

  • Transparent fees and payouts / no forced technology fees

What We Provide:  LexAurum provides its Advisors the following functions:

  • Billing

  • Compliance: You will know your compliance obligations and we will work with you to avoid Compliance and Regulatory issues.

  • Collaboration: Regular conference calls for market and business updates; Forums to share practice-management ideas.

  • Transition Support

  • Low-Cost Internal Investment Management Option (Golden Rule Program)

  • Back Office / Virtual Assistant Support

  • Training on Systems, Paperwork, etc.

The Advisor Who Best Fits Us:

  • Cares for their clients and take their roles as fiduciaries seriously

  • Has $15M+ in AUM

  • Wants to collaborate with a group while running their practice independently

  • Built their Practice in the B/D world, but who now have an Advisory-focused business