Melanie Karlberg is a registered investment advisor at Lmcg Investments, LLC, based in Boston, MA, with 25 years of industry experience. Melanie 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.
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Melanie is a Managing Director-National Accounts at LMCG Investments, LLC, dedicating nearly full-time hours to this role. She also owns KMO Sustainability DBO Home Energy Raters LLC and rental property held in an LLC, but spends minimal time on these activities.
Employment History
Current Registrations
Lmcg Investments, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Race Rock Capital LLCBroker
F-Squared Investments, INC
Trust Advisory Group LTD
Advisory Group Equity Services LTD.Broker
Financial Telesis INCBroker
Financial Telesis, INC.
Fidelity Brokerage Services LLCBroker
Offroad Securities, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services, INC.Broker
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.