John Layton is a CFA, CIC-designated registered investment advisor at Lmcg Investments, LLC, based in Boston, MA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,062 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LMCG Investments charges a percentage of your portfolio annually, billed quarterly. The specific rate depends on the investment strategy used:
- U.S. Core Strategies: 0.40% - 1.00%
- Global Equity/Global Balanced: 0.45% - 1.30% (includes solicitation and custody fees where applicable)
- Fixed Income Strategies: 0.20% - 0.80% (includes solicitation and custody fee where applicable)
- Relative Value Credit Strategies: 0.50% - 0.90%, plus a 10% - 20% performance fee where applicable
These fees do not include brokerage commissions or other transaction costs.
Location
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA, 02108
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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
Lmcg Investments, LLC
Previous Registrations
Munder Lee Investments LTD
State Registrations1 state
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