Overview
- Headquarters
- Beverly Hills, CA
- Total Firm Assets
- $180 million
- Average High-Net-Worth Client Portfolio Size
- $2.5 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: LCM ADV PART 2A & 2B BROCHURES (2026-01-29) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $2,000,000 | 1.00% |
| $2,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $45,000 | 0.90% |
| $10 million | $82,500 | 0.82% |
| $50 million | $382,500 | 0.76% |
| $100 million | $757,500 | 0.76% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 96.37%
- Number of High-Net-Worth Clients
- 70
- Total Client Accounts
- 184
- Discretionary Accounts
- 184
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 133619
- LCM ADV PART 2A & 2B BROCHURES (2026-01-29) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗