LeFevre Capital Management (LCM) specializes in managing cash and cash equivalent portfolios for institutions and professional asset allocators. LCM uses short-term Money Market Securities such as United States Treasury Bills, short-term U.S. Agency Securities and top-rated commercial paper, using a buy and hold to maturity strategy. LCM tailors its services to the individual needs of clients by understanding their cash flow needs and restrictions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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