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 Investment Management, Retirement Planning. Their firm serves 456 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LCM Capital Management's fees for asset management are disclosed in their Wrap Fee Program Brochure. For non-discretionary 529 plan services, the annual fee is 0.50% of the market value of the assets in the plan, billed monthly or quarterly.
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.