LMC Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,858,131
Clients
23
Advisors
1
of 2 employees
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
Expertise
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
1 Hollis St, Suite 435
Wellesley MA 02482
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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