Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPCM offers several service tiers with different fee structures. The Subscription Service costs $39/month for individual clients. The Retail Client Investment Manager Service has two options: a Standard Portfolio at 1.5% annually and a Tactical Portfolio at 2.2% annually. These fees are paid quarterly in arrears. LPCM does not have a required minimum account size, but smaller accounts may be negatively impacted by fees.
Areas of Practice
Advisor Information
Office location
11650 South State Street, Suite 102, Draper, UT, 84020
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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John is an Investment Advisor Representative at Legacy Planning Group, providing fee-based asset management. This activity takes about a quarter of his time.