Lucy Cuff is a CFP-designated registered investment advisor at Jacobson & Schmitt Advisors, LLC, based in Middleton, WI, with 2 years of industry experience. Lucy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 462 clients with $680M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Contact
Lucy Cuff
Location
8333 Greenway Blvd, Suite 330, Middleton, WI, 53562
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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
Lucy is a member of the Women's Initiative Committee for the National Association of Personal Financial Advisors. She spends minimal time each month discovering ways to get more women involved in financial advising.
Employment History
Current Registrations
Jacobson & Schmitt Advisors, LLC
State Registrations1 state
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