Light Capital Management (LCM) provides ongoing portfolio management based on individual client goals and risk tolerance. LCM also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. LCM generally advises on mutual funds, options, fixed income, real estate funds, equities, ETFs, and private placements. LCM requires clients to use Charles Schwab as custodian.
Assets Under Management$68M
Clients58
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For actively managed accounts for qualified clients, the fee is 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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