LMCG Investments is a registered investment advisor that manages investment portfolios for various clients, including individuals, high-net-worth individuals, trusts, pension plans, and institutions. LMCG offers global multi-cap, diversified equity, U.S. all-cap equity, diversified equity income, institutional core, fixed income, relative value credit, and balanced strategies. LMCG also provides model portfolios to other investment advisors and manages private funds.
Assets Under Management$6.5B
Clients1,062
Advisors9
Avg. per Client$6.2M
Avg. per Advisor$730M
Fee Structure
Investment management only (planning not offered)
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.
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