Lcp Institutional, LLC

LCP Institutional, LLC is an investment adviser based in Atlanta, GA, founded as a Limited Liability Company. The firm offers financial planning services tailored to clients' financial circumstances and goals, as well as investment management services. Clients can choose discretionary or non-discretionary portfolio management, with LCP primarily investing in ETFs, mutual funds, and common stocks. The firm may recommend covered call strategies for additional income and protection. LCP charges annual investment management fees based on assets under management, with fees billed quarterly. Clients have the option to pay fees from individual accounts or combine accounts for fee breakpoints. The firm does not participate in wrap fee programs and does not charge performance-based fees. LCP's investment strategies focus on long-term growth and may include fixed income investments. Clients are informed about potential risks, such as interest-rate and market risks. LCP does not have any disciplinary history and acts as a fiduciary, putting clients' interests first. The firm's employees adhere to a Code of Ethics and do not accept compensation from unaffiliated entities. LCP does not engage in principal trading and maintains policies to prevent conflicts of interest. Clients receive quarterly reports summarizing account performance, balances, fees, and holdings. The firm does not vote on proxies for client accounts and does not have custody of client assets. LCP has no financial conditions that would impair its ability to meet obligations to clients.