Lcm Capital Management INC
Assets Under Management
$365.3M
Number of Clients
456
Number of Advisors
9
Average Client AUM
$801K
AUM per Advisor
$40.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LCM Capital Management Inc. offers investment advisory services through ongoing supervisory management for individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations and corporations on a discretionary basis. They also provide non-discretionary advisory services for retirement and 529 plan participants and employee education services. LCM provides a wide range of inter-related services for retirement plans to assist Plan fiduciaries in fulfilling their ERISA responsibilities.
Fee Structure
For asset management fees, please refer to the Wrap Fee Program Brochure, Item 4. The fee for non-discretionary 529 Plan services is based on a percentage of the market value of the assets under the advised Plan, with a maximum annual fee of 0.50% for all assets. Fees are billed monthly or quarterly in arrears. Compensation for Retirement Plan Services is negotiated on a case-by-case basis and clearly stated in the service agreement. A minimum of $25,000 is required to open and maintain an Equity / Asset Allocation Strategy Portfolio and $100,000 for a Fixed Income Strategy Portfolio, but this may be waived at the firm's discretion.
Areas of Practice
Location
209 W. Jackson Boulevard, Suite 777, Chicago, IL, 60606