LMC Investments has been managing investment portfolios for individuals, trusts, estates, pension and profit-sharing plans, and small businesses since 1973. Operating as a fee-only investment management firm, LMC Investments bases its fees strictly on a percentage of the value of the portfolio managed. The firm does not sell financial products, accept commissions, or take finder's fees. Portfolios are managed on a discretionary basis, meaning the team makes trades on behalf of clients without needing prior approval for each individual transaction. LMC Investments tailors portfolios based on whether a client's primary objective is capital growth or income generation, utilizing stocks, corporate debt, certificates of deposit, municipal bonds, U.S. government securities, and exchange-traded funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Large fixed income, pension, or profit sharing accounts are charged between 0.5% and 1.0% of total capital. Fees are negotiable under special circumstances.