Longvue Capital Management (LCM) offers investment advisory services on a fee-only basis, primarily managing stock-based portfolios. LCM adjusts asset allocation based on its assessment of market risk. LCM does not offer financial planning, estate planning, or accounting services. Clients can choose between Capital Appreciation and Value & Dividend portfolios. LCM is not involved in any other businesses.
Assets Under Management$15M
Clients15
Advisors1
Avg. per Client$1M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.35% |
| $2M+ | 1.35% |
Fees range from 1.35% to 0.60% for assets under management up to $2M. Over $2 Million the fee is negotiable. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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