Lucid Advisors provides consulting services to retirement plans and investment advice to individuals. For retirement plans, Lucid helps with plan design, fee analysis, and employee education. For individuals, Lucid constructs investment portfolios based on their goals and risk tolerance, using mutual funds and ETFs. Lucid primarily manages client portfolios on a non-discretionary basis.
Assets Under Management$960M
Clients43
Advisors2
Avg. per Client$22M
Avg. per Advisor$480M
Fee Structure
Investment management only (planning not offered)
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.
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