Joseph P. Lucia & Associates provides wealth management services including financial planning, investment portfolio management, insurance planning, and estate planning. They offer discretionary portfolio management tailored to client's objectives and risk tolerance. Financial planning covers life insurance, tax concerns, retirement, college, and debt/credit planning. They may recommend third-party money managers.
Assets Under Management$300M
Clients804
Advisors3
Avg. per Client$380K
Avg. per Advisor$100M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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