Claire Lucchese is a CFP-designated registered investment advisor at Kwb Wealth, based in Redlands, CA, with 4 years of industry experience. Claire operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,971 clients with $1.2B 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 $50K | 1.30% |
| $50K - $100K | 1.20% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1782 Orange Tree Lane, Redlands, CA, 92374
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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 Activities
Claire operates under the DBA KWB Wealth for her LPL business since December 2021. She provides investment advisory services through KWB Wealth, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Kwb Wealth
LPL Financial LLCBroker
State Registrations14 states
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