Ryan Bilco

Lucid Advisors charges a flat quarterly fee based on the amount of your portfolio. For example:

• $0 up to $150,000: $500 per quarter
• $150,001 up to $250,000: $625 per quarter
• $250,001 up to $375,000: $900 per quarter
• $375,001 up to $500,000: $1,075 per quarter
• $500,001 up to $750,000: $1,425 per quarter
• $750,001 up to $1,000,000: $2,100 per quarter
• $1,000,001 up to $1,500,000: $2,437.50 per quarter
• $1,500,001 up to $2,000,000: $3,437.50 per quarter
• $2,000,001 up to $3,000,000: $4,250.00 per quarter
• $3,000,001 up to $4,000,000: $5,500.00 per quarter
• $4,000,001 up to $5,000,000: $6,250.00 per quarter
• $5,000,001 up to $7,500,000: $7,500.00 per quarter
• $7,500,001 up to $10,000,000: $9,375.00 per quarter
• $10,000,001 up to $12,500,000: $10,500.00 per quarter
• $12,500,001 up to $15,000,000: $11,650.00 per quarter
• $15,000,001 up to $17,500,000: $12,937.50 per quarter
• $17,500,001 up to $20,000,000: $14,375.00 per quarter
• $20,000,001 up to $25,000,000: $15,750.00 per quarter
• Over $25,000,001: Negotiable

In certain situations, Lucid Advisors may assess an additional quarterly fee (typically $450) to support the additional time and effort incurred for Lucid to review, manage and advise upon the account. Fees may be negotiable.