Carolyn Larocco is a CFP-designated registered investment advisor at Lcp Institutional, LLC, based in Atlanta, GA, with 24 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 102 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable above $25,000,000.
Fee Estimator
Location
The Arts Center Tower, 1270 West Peachtree Street, Suite 3, Atlanta, GA, 30309
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Regulatory 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.
Learn about disclosures →Other Business Activities
Carolyn is a member of Chestnut Hill College's Investment Committee. She dedicates minimal time per month to this activity, which is not investment related.
Employment History
Current Registrations
Lcp Institutional, LLC
Previous Registrations
Lcp Institutional, LLC
Cardea Capital Advisors, LLC
Cardea Capital Group, INC.
Lakeview Capital Partners, LLC
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.