Advisor at LCP Institutional, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LCP Institutional, LLC
Location
Atlanta, GA 30309
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Carolyn Larocco is a CFP® with 24 years of experience in financial advising, currently serving at LCP Institutional, LLC since 2003. She previously worked at Cardea Capital Group, Inc. and Cardea Capital Advisors, LLC from 2021 to 2023, and at Lakeview Capital Partners, LLC from 2015 to 2022. She is a member of the Chestnut Hill College Investment Committee. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes long-term allocations using ETFs, mutual funds, and stocks, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final trade approval.
Based on LCP Institutional, LLC
$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.75% Above $25,000,000+: Negotiable $0 - $100,000,000: 0.20% $100,000,001 - $200,000,000: 0.12% $200,000,001 - $400,000,000: 0.10% Above $400,000,001+: 0.05% $0 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.35% $50,000,001 - $100,000,000: 0.15% Above $100,000,001+: Negotiable
Minimum fee: $50,000 minimum annual fee for institutional consulting and discretionary institutional clients Fee-only: Investment management fees billed quarterly based on assets under management, fees negotiable and may be waived or reduced; institutional consulting fees also charged on tiered basis with minimum annual fee of $50,000
The Arts Center Tower, 1270 West Peachtree Street, Suite 3
Atlanta, GA 30309
Georgia
Cardea Capital Group, Inc.
2021 - 2023 (2 years)
Cardea Capital Advisors, LLC
2021 - 2023 (2 years)
Lakeview Capital Partners, LLC
2015 - 2022 (7 years)
LCP Institutional, LLC
2003 - Present (23 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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