You worked hard for your money, why shouldn’t it work hard for you?
— Elle Kaplan, CEO


LexION Capital

• Robust, full service, money management boutique.

• Transparent. Fee only. No commissions. No sideline businesses.

• Fiduciary Firm: Highest legal standard. Legally, we are required to act in the best interest of our clients.

Accountants & Insurance Agents who add revenue by managing money.

• No quality control.

• Fees can run the gamut.

• Performance is extremely varied.

Brokers & Large Wire Houses

• No quality control. Often sell leftover financial products from their inventory.

• Commission-based with numerous fees. Hidden sideline businesses.

• Suitability Standard: Much lower legal bar than the protective Fiduciary Standard.

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