Zachary Brumett is a CFA-designated registered investment advisor at Lcg Associates, INC., based in Atlanta, GA, with 3 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 104 clients with $2.4B 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 $100.0M | 0.25% |
| $100.0M - $300.0M | 0.10% |
| $300M+ | 0.05% |
Fees may be specifically negotiated based on a variety of factors related to the requirements of servicing the client. LCG may have a higher fee schedule for clients having a large percentage of their portfolio in alternative investments. Current client relationships may exist where the fees are higher or lower than the stated fee schedule.
Fee Estimator
Location
400 Galleria Parkway, Suite 1800, Atlanta, GA, 30339-5953
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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 →Employment History
Current Registrations
Lcg Associates, INC.
State Registrations1 state
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