Richard Luchini is a registered investment advisor at Luchini Financial LLC, based in Altoona, PA, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 33 clients with $20M 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 | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable at the sole discretion of the firm. Stand-alone investment management fees range up to 1.00% annually.
Fee Estimator
Location
311A E. Pleasant Valley Blvd., Altoona, PA, 16602
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
Richard creates and hosts a podcast, dedicating a few hours per week to creating and posting content on social media. This activity is not investment-related.
Employment History
Current Registrations
Luchini Financial LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
LPL Financial LLCBroker
Pruco Securities, LLC.Broker
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.
Exams
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