LCM Capital Management Inc. is a registered investment advisor based in Chicago, Illinois, providing investment management and retirement plan consulting services since 2001. LCM manages portfolios on both a discretionary and non-discretionary basis for individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm primarily uses fundamental analysis to select equity and fixed-income securities, focusing on companies that hold leading positions in their sectors, and generally employs long-term purchasing strategies with low portfolio turnover. LCM also offers non-discretionary advisory services and educational resources for participants in retirement and 529 plans, as well as pension consulting services to assist plan sponsors with their responsibilities. Principal owners John Michael Nowicki and Gary Michael Wozny oversee portfolio strategies and are also licensed insurance agents, presenting a potential conflict of interest regarding insurance product recommendations.
Fee Structure
LCM Capital Management Inc. provides asset management services primarily through a wrap fee program. For non-discretionary 529 plan services, the firm charges a maximum annual fee of 0.50% of the market value of the assets under the advised plan, billed monthly or quarterly in arrears. For general asset management, the fee schedule is disclosed in the firm's Wrap Fee Program Brochure.