SG
CFA

Scott Andrew Gillespie

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
1,062 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$500K

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
Investment ManagementHigh Net Worth
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Advisor Information

Office location

One Boston Place, 201 Washington Street, 29th Floor, Boston, MA, 02108

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Lmcg Investments, LLC
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Artemis Financial Advisors
June 2020 - November 2023 · 3 yrs 5 mos
Little House Capital, LLC
December 2019 - May 2020 · 5 mos
Arkadios CapitalBroker
September 2019 - December 2019 · 3 mos
People's Securities, INC.Broker
February 2015 - November 2017 · 2 yrs 9 mos
Brill Securities, INC.Broker
April 2014 - April 2014 · 0 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.