LPG Capital Management (LPGCM) offers investment management and financial planning services. LPGCM works with individuals, high net worth individuals, trusts, estates, 401(k)s, charitable organizations, corporations, and other business entities. LPGCM creates investment portfolios based on a client's individual needs and risk tolerance, using stocks, bonds, mutual funds, exchange traded funds, variable annuities, and other investment products. LPGCM also provides financial planning services, including preparing financial plans to help clients achieve their financial goals.
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.