LMC Investments provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. LMC Investments manages accounts on a discretionary basis, tailoring investment objectives to client needs. The firm primarily focuses on capital appreciation, with consideration given to income and conservative policies based on client requirements. LMC Investments is a fee-only firm, meaning it does not receive commissions for purchasing or selling investments.
Assets Under Management$16M
Clients29
Advisors2
Avg. per Client$540K
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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