Lamonge Capital Management (LCM) offers investment management services to individuals and high-net-worth individuals. LCM creates investment policy statements for each client, outlining their financial situation and risk tolerance. LCM generally invests in mutual funds, fixed income securities, real estate funds (REITs), equities, ETFs, covered call writing, and treasury inflation protected/inflation linked bonds. LCM accepts and enters trades on both a discretionary and non-discretionary basis.
Assets Under Management$7.5M
Clients24
Advisors1
Avg. per Client$310K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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