Lmcg Investments, LLC
Assets Under Management
$6.5B
Number of Clients
1,062
Number of Advisors
8
Average Client AUM
$6.2M
AUM per Advisor
$818.2M
Compensation
Fee-Only (AUM)
About This Firm
LMCG Investments, LLC is an SEC-registered investment advisor providing investment advice through global multi-cap, diversified equity, U.S. all cap equity, diversified equity income, institutional core, fixed income, balanced, and relative value credit strategies. They also offer solution products and model portfolio programs. LMCG manages private funds and acts as a subadviser to registered mutual funds and MassMutual Trust Company.
Fee Structure
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
Location
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA, 02108