CS
CFA
CS
CFA

Christopher James Sabo

2 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
1,062 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

One Boston Place, 201 Washington Street, 29th Floor, Boston, MA, 02108

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lmcg Investments, LLC
March 2023 - Present · 2 yrs 11 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.