Kurt Lucier
Kurt Lucier is a CFA-designated registered investment advisor at Raymond James (USA) LTD, based in Vancouver, B.C., with 2 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $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 $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
925 West Georgia Street - 2100, Vancouver, B.C., V6C 3L2
Get directionsHistory
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 ActivitiesSells Insurance
Kurt is a Senior Wealth Advisor at Raymond James LTD since 2015, dedicating full-time hours to this role. He is also licensed with Raymond James Financial Planning LTD since 2015 and spends a few hours per week on life insurance sales and/or financial planning.
Employment History
Current Registrations
Raymond James (USA) LTD
State Registrations1 state
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