L
LMC Investments, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,858,131
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
23
22% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
LowAverage account size
$515,571
About
LMC Investments, Inc. provides discretionary, fee-only investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm’s most recent brochure reports approximately $17.2 million in assets under management across about 23 client relationships and fees billed as a percentage of assets.
The firm’s approach emphasizes capital appreciation while adapting allocations for clients who require income, using U.S.-listed equities, corporate and municipal debt, ETFs and certificates of deposit; growth positions are typically held for multiple years and the firm does not participate in initial public offerings. All accounts are managed on a discretionary basis, reviewed about twice monthly, and the firm notes it will manage margin accounts in principle but currently advises against their use.
Noteworthy operational practices include a strict fee-only policy with no commissions, custody of client assets by third‑party custodians, and a standing practice of not voting client proxies (clients vote their own proxies or may request guidance). The firm is small and long-established (founded in 1973) and discloses that a principal maintains a separate CPA practice that occupies substantial time, and that it may share part of its management fee with brokers who refer clients, with such arrangements disclosed to affected clients.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
1% annually, negotiable; large fixed income, pension or profit sharing accounts 0.5% to 1.0%
Account minimum: $25,000 Minimum fee: No minimum fee; accounts with annual fees less than $1,200 billed annually in advance Fee-only: Firm is strictly fee-only; no commissions or performance-based fees
Main office location
LMC Investments, Inc.
1 Hollis St, Suite 435
Wellesley MA 02482, United States
Number of offices
1
Most active in
LMC Investments, Inc. has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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