From the July 2006 issue of Investment Advisor • Subscribe!

Lenox Advisors, Inc

530 Fifth Avenue, 11th Floor

New York, NY 10036

Phone: (212) 536-8700

Fax: (212) 536-6014

Year firm started: 2000

Number of partners in firm: 6

AUM: $1 billion

Compensation method: Annual financial planning fee between $6,000 and $9,000, which is independent of AUM fee

Number of clients: 462 personal CFO clients; 8,000 customer relationships

Professional credentials: CFPs, CLUs, ChFCs, CLTC

Clientele: Wall Street executives, hedge fund managers,

professional athletes, entertainers

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