Lea Boracchia
Lea Boracchia is a registered investment advisor at Boracchia Wiviott Wealth Partners LLC, based in Palm Desert, CA, with 11 years of industry experience. Lea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 23 clients with $23M 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 |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 2.00% |
| $1.0M - $1.5M | 2.00% |
| $1.5M - $2.0M | 2.00% |
| $2.0M - $2.5M | 2.00% |
| $2.5M - $3.0M | 2.00% |
| $3.0M - $3.5M | 2.00% |
| $3.5M - $4.5M | 2.00% |
| $4.5M - $5.5M | 2.00% |
| $5.5M - $6.5M | 2.00% |
| $6.5M - $7.5M | 2.00% |
| $7.5M - $8.0M | 2.00% |
| $8M+ | 2.00% |
Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
74710 Highway 111, Ste 102, Palm Desert, CA, 92260
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2016Other Business ActivitiesSells Insurance
Lea is a licensed insurance agent and may offer clients insurance products, which could present a conflict of interest. Clients are not required to purchase insurance through Lea.
Employment History
Current Registrations
Boracchia Wiviott Wealth Partners LLC
Previous Registrations
Northwestern Mutual Investment 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.