Lussenheide Capital Management (LCM) offers investment advisory services with a range of investment objectives. LCM uses trend following systems and technical market analysis to manage accounts, aiming for competitive long-term returns while reducing risk. LCM uses no-load index mutual funds and designs individual asset allocations based on client goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $600K | 2.00% |
| $600K - $1.2M | 1.50% |
| $1.2M+ | 1.00% |
Schedule reflects the Aggressive Strategies Program. The USDP & GDP program fees are: First $0 to $300,000: 1.80%, $300,001 to $600,000: 1.35%, $600,000 to $1,200,000: 0.90%, $1,200,001 and above: 0.90%. Some minimum account sizes are negotiable. LCM may receive 12b-1 distribution fees from the Guggenheim Rydex Nasdaq 100 2x fund (RYVYX) used in the aggressive program, at a rate of 0.25% per year when invested in the fund.