Lime Rock Investment Management Company provides investment management services to individuals and LLCs. The firm creates an Investment Policy Statement for each client, updated annually, and manages portfolios through strategic asset allocation on a discretionary basis. Investment decisions are typically made in traditional asset classes such as mutual funds, ETFs, domestic equities, and fixed income securities.
Assets Under Management$9M
Clients25
Advisors1
Avg. per Client$360K
Avg. per Advisor$9M
www.linkedin.com/company/lime-rock-investment-m... ·www.facebook.com/profile.php?id=61565199175751 ·www.lrimco.com
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.05% |
| $250K - $2.5M | 0.90% |
| $2.5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...