Robert Lym is a registered investment advisor at Lpg Capital Management, based in South Jordan, UT, with 5 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 311 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Management fees are negotiable. Friends, family, LPGCM's Investment Advisor Representatives (IARs), and certain charitable organizations may be given a discounted AUM fee, at the sole discretion of LPGCM.
Fee Estimator
Location
406 W. South Jordan Parkway, Suite 240, South Jordan, UT, 84095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works as an urgent care physician at Intermountain Healthcare, dedicating nearly full-time hours to this role. He has been a physician at Intermountain Healthcare since 2001.
Employment History
Current Registrations
Lpg Capital Management
State Registrations1 state
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