Lcr Wealth Management LLC

LCR Wealth Management LLC is a registered investment adviser based in Westport, Connecticut, providing investment advisory and supervisory services on a discretionary basis to individuals, families, trusts, institutions, and retirement plans. The firm focuses on defining investment objectives, asset allocation, and portfolio management of equity and income-oriented accounts. LCRWM was established in 2021 and has approximately $146 million in discretionary assets under management as of December 31, 2024. The firm offers consulting services to pension and employee benefit plans, tailoring investment strategies to meet specific client needs and goals. Clients can access model portfolios with a minimum investment of $100,000, and fees are negotiable based on assets under management. LCRWM charges an annual fee ranging from 0.75% to 1.50% based on the total assets managed. The firm does not charge performance-based fees for general advisory clients. LCRWM uses Charles Schwab Corporation for brokerage services, offering discounted commission rates and research services. The firm does not have custody of client assets but has constructive custody due to fee authorization. LCRWM exercises investment discretion in selecting securities aligned with client objectives and provides regular account reviews and reports to clients. The firm does not accept voting authority for client securities and has no financial commitments affecting its ability to meet client obligations.