Lindahl Lucas
Lindahl Lucas is a registered investment advisor at Avinci Wealth Management, INC., based in Valencia, CA, with 10 years of industry experience. Lindahl 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. Their firm serves 65 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avinci Wealth Management charges a percentage of your portfolio each year. The maximum fee is 1.95%. The fee is negotiable and depends on the complexity and scope of services provided.
Location
23929 Valencia Blvd, Suite 303, Valencia, CA, 91355
Get directionsHistory
Regulatory History (2)
Regulatory
September 2015Criminal
September 2015Other Business ActivitiesSells Insurance
Lindahl owns Lucas Insurance Services since 1989 and oversees its operations. This takes about a quarter of his time.
Employment History
Current Registrations
Avinci Wealth Management, INC.
Previous Registrations
Financial & Tax Architects, LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations2 states
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.