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

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100.0M0.25%
$100.0M - $300.0M0.10%
$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
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Estimated Annual Fee
Areas of Practice
Investment Management
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Location

400 Galleria Parkway, Suite 1800, Atlanta, GA, 30339-5953

4 Advisors at this firm