LCP Institutional offers financial planning and investment management services. They work with clients to develop a financial outline and investment plan based on their goals and risk tolerance. LCP manages investment portfolios on a discretionary or non-discretionary basis, primarily using ETFs, mutual funds, and common stocks. They also offer general consulting services on a project basis.
Assets Under Management$2B
Clients102
Advisors3
Avg. per Client$20M
Avg. per Advisor$670M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable above $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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