Lucy Thompson is a registered investment advisor at Zuraw Financial Advisors, LLC, based in Atlanta, GA, with 7 years of industry experience. Lucy 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, Investment Management, and 1 more. Their firm serves 165 clients with $520M 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 |
|---|---|
| Any | 1.00% |
The 1.00% maximum annual fee includes both Zuraw Financial Advisors' advisory fee and applicable sub-adviser and platform fees if a sub-adviser is utilized. All fees are negotiable.
Fee Estimator
Location
Atlanta, GA
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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.
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Lucy works full-time as an MBA Associate at Delta Airlines since 2018. This activity is not investment-related.
Employment History
Current Registrations
Zuraw Financial Advisors, LLC
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.