Over long periods of time, the level of expenses associated with investment management can have a significant impact on wealth creation. As such, a highly competitive fee structure driven by lean but efficient operations is a cornerstone of LIMC's business model.
Fees for LIMC investment services are based on the market value of assets under management, payable quarterly in advance. For clients with multiple accounts, all funds are aggregated for fee calculation purposes. The implied annual fee is based on the following:
- $8,750 annual minimum
- 0.875% of the first $1 million under management
- 0.500% of funds between $1- and $15 million
- negotiable where funds are in excess of $15 million