Stephen Luchi is a registered investment advisor at De Luchi Investment Management, based in Alameda, CA, with 5 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The annual fee charged for investment supervisory services is typically between 0.25% and 0.5% of the client’s managed assets. A minimum fee of $1,200 is usually required for this service. The total fee charged by De Luchi will never exceed 3% of a client’s managed assets. All fees are negotiable. In certain circumstances, clients may agree to pay a fixed annual fee for supervisory services based upon the extent and complexity of the individual client’s personal circumstances, assets held and the nature of the advice requested.
Fee Estimator
Location
Alameda, CA
Get directionsHistory
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 Activities
Stephen is a self-employed consultant. This activity is not investment-related.
Employment History
Current Registrations
De Luchi Investment Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.