Scott Gillespie is a CFA-designated registered investment advisor at Lmcg Investments, LLC, based in Boston, MA, with 8 years of industry experience. Scott 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
Artemis Financial Advisors
Little House Capital, LLC
Arkadios CapitalBroker
People's Securities, INC.Broker
Brill Securities, 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.