Lcg Associates, INC.
Assets Under Management
$2.4B
Number of Clients
104
Number of Advisors
4
Avg. Portfolio per Client
$23.3M
Avg. Managed per Advisor
$605.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
LCG Associates is an investment consulting firm offering OCIO (Outsourced Chief Investment Officer) and non-discretionary consulting services. LCG provides advice on investment policy, asset allocation, manager selection, and portfolio monitoring. LCG's clients include corporations, non-profits, family offices, and other investors. LCG is employee-owned and aims to provide objective advice.
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
Areas of Practice
Location
400 Galleria Parkway, Suite 1800, Atlanta, GA, 30339-5953