Lucey Investment Management provides investment supervisory services. Lucey Investment Management helps clients create a personal financial plan for their investments. Based on an initial discussion, Lucey Investment Management tailors an investment direction and asset allocation based on the client’s goals, objectives, risk tolerance, and time horizon, as well as factoring in the market outlook. Clients can impose restrictions to avoid certain assets classes, specific equities, specific geographical territories, or mutual fund families.
Assets Under Management$58M
Clients88
Advisors1
Avg. per Client$660K
Avg. per Advisor$58M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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