Carlos Lluch
Carlos Lluch is a CFP-designated registered investment advisor at Perennial Financial Services, based in Los Angeles, CA, with 34 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carlos owns Insurance Options, an insurance agency, since 1995, dedicating about a quarter of his time. He also provides investment advisory services through Perennial Investment Advisors, LLC, and Perennial Legacy LLC, DBA Perennial Legacy Insurance Solutions, spending about half his time on these activities.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLCBroker
Previous Registrations
Grattan Financial Securities, INC.Broker
LPL Financial LLC
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Transamerica Financial Resources, INC.Broker
Fortress Securities, INC.Broker
State Registrations6 states
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