Lucian Ioja
Lucian Ioja is a registered investment advisor at Oris Wealth Designs LLC, based in Southlake, TX, with 7 years of industry experience. Lucian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Southlake, TX
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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
Lucian is a self-employed insurance broker since 1998, selling long-term care, disability, life, and annuity insurance products, dedicating the majority of his time to this business. He is also an investment advisor representative (IAR) at Fountainhead Asset Management.
Employment History
Current Registrations
Oris Wealth Designs LLC
Previous Registrations
Fountainhead Capital Management, LLC
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.