Hanford Carr is a registered investment advisor at Lmc Investments, INC., based in Wellesley, MA, with 31 years of industry experience. Hanford 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
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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
Lmc Investments, INC.
Previous Registrations
Lmc Investments, INC.
State Registrations1 state
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