Gary Wozny
Gary Wozny is a registered investment advisor at Lcm Capital Management INC, based in Chicago, IL, with 24 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 473 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LCM Capital Management Inc. provides asset management services primarily through a wrap fee program. For non-discretionary 529 plan services, the firm charges a maximum annual fee of 0.50% of the market value of the assets under the advised plan, billed monthly or quarterly in arrears. For general asset management, the fee schedule is disclosed in the firm's Wrap Fee Program Brochure.
Location
209 W. Jackson Boulevard, Suite 777, Chicago, IL, 60606
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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 ActivitiesSells Insurance
Gary is an independent insurance agent since 1989. This activity is investment-related.
Employment History
Current Registrations
Lcm Capital Management INC
Previous Registrations
Quantum Capital Investments
State Registrations3 states
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.
Exams
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