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).
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Learn about disclosures →Scott works as a wholesaler/salesperson for LMCG Investments, LLC, spending nearly full-time educating, training, and promoting the firm's offerings. He also officiates college football with the Eastern Association of Football Officials, dedicating about 10-20% of his time.