Luca Italia
Luca Italia is a CFP-designated registered investment advisor at Independence Financial Advisors, LLC, based in Franklin, NH, with 15 years of industry experience. Luca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 2,777 clients with $460M 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 $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees negotiable for accounts over $3,000,000. Fixed-income accounts only: 0.50% for accounts over $3,000,000.
Fee Estimator
Location
402 Central Street, Franklin, NH, 03235
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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
Luca is employed by Consolidated Life Producers since 2015, where he advises clients on fixed annuities and fixed life insurance products. This activity takes about 10-20% of Luca's time.
Employment History
Current Registrations
Independence Financial Advisors, LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Morgan Stanley
Morgan StanleyBroker
The Foundry Financial Group, INC.
Cambridge Investment Research, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, 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.