Michael Lucey
Michael Lucey is a registered investment advisor at Lucey Wealth Advisors LLC, based in Sebastopol, CA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30 clients with $10M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
Sebastopol, CA
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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
Michael is the owner of Lucey Wealth Advisors and sells fixed insurance through various insurance companies since 2013. This takes about half of his time.
Employment History
Current Registrations
Lucey Wealth Advisors LLC
Previous Registrations
Wealth Watch Advisors, LLC
Brookstone Capital Management LLC
Brookstone Capital Management LLC
Capital Financial Services, INC.Broker
Portsmouth Financial ServicesBroker
Ni AdvisorsBroker
Allianz Life Financial Services, LLCBroker
Ifmg Securities, INC.Broker
Ing America Equities, INC.Broker
Citicorp Investment ServicesBroker
Farmers Financial Solutions, LLCBroker
Allstate Financial Services, LLCBroker
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.