Greg Ashihara is a registered investment advisor at Lucid Advisors, INC., based in Seattle, WA, with 24 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 43 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lucid Advisors charges a flat quarterly fee based on the amount of your portfolio. For example:
- $0 up to $150,000: $500 per quarter
- $150,001 up to $250,000: $625 per quarter
- $250,001 up to $375,000: $900 per quarter
- $375,001 up to $500,000: $1,075 per quarter
- $500,001 up to $750,000: $1,425 per quarter
- $750,001 up to $1,000,000: $2,100 per quarter
- $1,000,001 up to $1,500,000: $2,437.50 per quarter
- $1,500,001 up to $2,000,000: $3,437.50 per quarter
- $2,000,001 up to $3,000,000: $4,250.00 per quarter
- $3,000,001 up to $4,000,000: $5,500.00 per quarter
- $4,000,001 up to $5,000,000: $6,250.00 per quarter
- $5,000,001 up to $7,500,000: $7,500.00 per quarter
- $7,500,001 up to $10,000,000: $9,375.00 per quarter
- $10,000,001 up to $12,500,000: $10,500.00 per quarter
- $12,500,001 up to $15,000,000: $11,650.00 per quarter
- $15,000,001 up to $17,500,000: $12,937.50 per quarter
- $17,500,001 up to $20,000,000: $14,375.00 per quarter
- $20,000,001 up to $25,000,000: $15,750.00 per quarter
- Over $25,000,001: Negotiable
In certain situations, Lucid Advisors may assess an additional quarterly fee (typically $450) to support the additional time and effort incurred for Lucid to review, manage and advise upon the account. Fees may be negotiable.
Location
2101 4th Avenue, Suite 2130, Seattle, WA, 98121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Greg owns ASHI Consulting SVCS, providing small business technology consulting services, dedicating a few hours per week. He also manages HIMI CAT Real Estate I LLC, a property rental/management business, spending minimal time on it.
Employment History
Current Registrations
Lucid Advisors, INC.
State Registrations1 state
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