Joseph Degrazia is a CFP-designated registered investment advisor at Lmc Investments, INC., based in Wellesley, MA, with 31 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 29 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Large fixed income, pension or profit sharing accounts are 0.5% to 1.0% of total capital. The fee is negotiable under special circumstances.
Fee Estimator
Location
One Hollis St, Suite 435, Wellesley, MA, 02482
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lmc Investments, INC.
Previous Registrations
Lmc Investments, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.