Domenica Lurvey is a registered investment advisor at Sachetta, LLC, based in Lynnfield, MA, with 10 years of industry experience. Domenica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 595 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sachetta, LLC charges a percentage of the assets they manage for you, plus a flat fee. The flat fee is based on how complex your financial situation is and is quoted specifically to each client. The minimum annual fee is $10,000, but this may be negotiable.
Location
600 Market Street, Suite 684, Lynnfield, MA, 01940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sachetta, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
LPL Financial LLCBroker
AXA Advisors, LLCBroker
LPL Financial LLCBroker
Gwfs Equities, INC.Broker
Putnam Retail Management Limited PartnershipBroker
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.