LCR Financial Group manages investment accounts for individuals and high net worth individuals. LCR also offers a paid subscription to an investment newsletter. Investment strategies are tailored to each client's individual situation and risk tolerance. LCR may use charting, fundamental analysis, technical analysis, and modern portfolio theory.
Assets Under Management$730K
Clients5
Advisors1
Avg. per Client$150K
Avg. per Advisor$730K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
LCR Financial Group charges a negotiable annual fee based on the total value of your portfolio. Fees are paid daily. You are also responsible for third-party fees such as custodian fees and transaction fees.
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