Matthew Guleserian is a CFA-designated registered investment advisor at Lmcg Investments, LLC, based in Boston, MA, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 968 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Fees vary by strategy, ranging from 0.20% to 1.30% annually, and are negotiable based on account size and scope of services.
Fee Estimator
Location
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA, 02108
Get directionsHistory
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 →Employment History
Current Registrations
Lmcg Investments, LLC
Previous Registrations
Munder Lee Investments LTD
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.
Exams
More Advisors
- Nan-Marie Jaeger, CFALmcg Investments, LLC
- Christopher Sabo, CFALmcg Investments, LLC
- James Gribbell, CFALmcg Investments, LLC
- Scott Gillespie, CFALmcg Investments, LLC
- Paul Scleparis, CFAScs Capital Management LLC
- Benjamin Webber, CFASawyer & CO INC