De Luchi Investment Management offers continuous investment advice and manages client investments in public securities based on their individual needs. They analyze client objectives and current portfolio holdings through interviews. De Luchi also provides specific consultation services regarding investment and financial concerns. Advisory recommendations are not limited to specific products or services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The annual fee charged for investment supervisory services is typically between 0.25% and 0.5% of the client’s managed assets. A minimum fee of $1,200 is usually required for this service. The total fee charged by De Luchi will never exceed 3% of a client’s managed assets. All fees are negotiable. In certain circumstances, clients may agree to pay a fixed annual fee for supervisory services based upon the extent and complexity of the individual client’s personal circumstances, assets held and the nature of the advice requested.