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Stephanie Crosby

3 Years of Experience

Stephanie Crosby is a registered investment advisor at Lcm Capital Management INC, based in Chicago, IL, with 3 years of industry experience. Stephanie 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
456 clients
Average Client Portfolio
$801K average
Assets Under Management
$365.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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.

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Location

209 W. Jackson Boulevard, Suite 777, Chicago, IL, 60606

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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
Lcm Capital Management INC
November 2022 - Present · 3 yrs 5 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.