Leisure Capital Management (LCM) offers investment advice and manages portfolios for individuals, high-net-worth individuals, trusts, estates, retirement plans, insurance companies, and charities. LCM creates investment strategies based on each client's financial situation, goals, and risk tolerance. LCM also offers financial consulting services at an hourly rate.
Assets Under Management$780M
Clients328
Advisors6
Avg. per Client$2.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Schedule is for Equity and Balanced Accounts. Fixed Income Accounts have a different schedule: First $2M: 0.60%, Next $3M: 0.50%, Next $5M: 0.40%, $10M+: 0.30%. Fees may be negotiable. Family accounts may be aggregated for fee purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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