Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.50% |
| $30M+ | 0.35% |
Fee Estimator
LFC typically charges the greater of an annual minimum fee or a percentage based on the value of your assets under management. Fees are calculated quarterly. Clients may also pay a flat fee or hourly rate as agreed upon. Clients invested in an LFC Partnership/Private fund will receive a credit for their share of the fund's management fees to avoid double billing. Fee differentials may occur based on various factors, including asset value, complexity, and client negotiations.
Areas of Practice
Advisor Information
Office location
8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marco is the president of Marco Associates, an investment-related business performing financial modeling, valuation & investment analysis, and other ad hoc financial accounting, dedicating about 10-15 hours per week. Marco also owns rental property.