LM Capital Group is a registered investment advisor that manages fixed income investments for institutional investors. They offer seven different investment strategies, each designed to meet a specific investment goal. LM Capital manages these portfolios on a discretionary basis, and clients can place reasonable restrictions on the types of investments held in their accounts.
Assets Under Management$5.8B
Clients35
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100.0M - $200.0M | 0.15% |
| $200.0M - $500.0M | 0.10% |
| $500M+ | 0.05% |
Fees are subject to negotiation. A minimum of $10,000,000 in assets under management is required for Model Portfolio Management Services. This account size may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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