Elle Kaplan of Lexion Capital Management recently joined Patrick McDonough on The Price Of Business to discuss wealth management and the unique ways Lexion serves its clients. Lexion is a fiduciary level asset management firm, working exclusively to manage money.
While many wealth management firms answer to shareholders or receive commissions based on the various investments their clients make, Lexion is 100% client-centric. In fact, Elle Kaplan purposefully structured the company in such a way that, legally, all investments and advice must be in the client’s best interest, and they accept no kick backs.
Listen to the interview here: http://youtu.be/LBWURToflIQ