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