Loynd Capital Management (LCM) is a fee-only investment management practice. LCM does not accept commissions from other financial companies, ensuring no vested interest in specific investment products or strategies. LCM manages investment portfolios primarily for individual investors and one charitable organization, employing a scientific investment strategy based on academic studies. LCM uses asset class funds and exchange traded funds, and is approved to use Dimensional Fund Advisors' products.
Assets Under Management$24M
Clients36
Advisors1
Avg. per Client$670K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.60% |
| $1.5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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