NJ
CFA

Nan-Marie Jaeger

16 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
July 2009 - Present · 16 yrs 6 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.