Jean-Luc Bourdon is a PFS-designated registered investment advisor at Lucent Wealth Planning, LLC, based in Santa Barbara, CA, with 19 years of industry experience. Jean-Luc 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, Insurance Planning, and 3 more. Their firm serves 41 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
A minimum annual fee of $22,000 is generally required. Client accounts in which the total balance of all accounts fall below $3,000,000 may be accepted only on a case-by-case basis.
Fee Estimator
Location
2920 De La Vina Street, Santa Barbara, CA, 93105
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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 →Employment History
Current Registrations
Lucent Wealth Planning, LLC
Previous Registrations
Brightpath Wealth Planning, LLC
Kozak Financial Advisory
Summerland Wealth Planning
Walpole Financial Advisors, LLC
State Registrations2 states
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