Liberty Capital Management (LCM) offers investment management services using stocks, bonds, exchange traded funds, and mutual funds. LCM also provides non-management investment advisory services and financial planning services. LCM tailors its services to each client's individual needs and risk tolerance. As a registered investment advisor, LCM is legally required to act in your best interest.
Assets Under Management$850M
Clients160
Advisors4
Avg. per Client$5.3M
Avg. per Advisor$210M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees range from 0.25% to 0.75% and are negotiable based on various factors. There is a minimum annual fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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