Lcm Capital Management INC

Fee-Only (% of Portfolio)Fixed/Hourly

LCM Capital Management provides investment advisory services, including asset management on a discretionary basis for individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. LCM also offers non-discretionary advisory services for retirement and 529 plan participants, providing recommendations on investment allocation. Additionally, LCM offers educational services for participants in defined contribution plans and pension consulting services to retirement plans.

Assets Under Management$370M
Clients456
Advisors8
Avg. per Client$800K
Avg. per Advisor$46M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

LCM Capital Management's fees for asset management are disclosed in their Wrap Fee Program Brochure. For non-discretionary 529 plan services, the annual fee is 0.50% of the market value of the assets in the plan, billed monthly or quarterly.

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Location

8 Advisors at this firm

Lcm Capital Management INC | TrueAdvisor