LCG Associates is an investment consulting firm offering both Outsourced Chief Investment Officer (OCIO) and non-discretionary consulting services. LCG provides advice on investment policy, asset allocation, and manager selection. LCG's clients include corporations, non-profits, family offices, and other investors. LCG does not receive commissions or soft dollars, ensuring objective recommendations.
Assets Under Management$2.4B
Clients104
Advisors4
Avg. per Client$23M
Avg. per Advisor$610M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...