Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LMCG generally sets standard fee schedules for its strategies, but fees may be negotiable based on factors such as services required, asset size, product type, investment capacity, and overall relationship size. Fees are typically based on assets under management, computed and payable quarterly. The investment management fees are exclusive of brokerage commissions, transaction fees, and other related costs. Minimum account sizes vary by strategy (see Item 7).
Areas of Practice
Advisor Information
Office location
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA, 02108
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.
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Melanie is a Managing Director-National Accounts at LMCG Investments, LLC, dedicating nearly full-time hours to this role. She also owns KMO Sustainability DBO Home Energy Raters LLC and rental property held in an LLC, but spends minimal time on these activities.