Cullan Duke is a registered investment advisor at Lucia Wealth Management, LLC, based in Mobile, AL, with 1 years of industry experience. Cullan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
Fees are negotiable. For clients utilizing a Sub-Advisor for asset management services, the fee stated above will include the Sub-Advisor’s fee.
Fee Estimator
Location
Mobile, AL
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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
Cullan is the President/CEO of Lucia Charitable, a non-profit charity, and the owner/managing member and attorney at Scrivener Legal, preparing real estate and estate planning documents. Both activities take about half of Cullan's time each.
Employment History
Current Registrations
Lucia Wealth Management, LLC
State Registrations1 state
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