Lucent Wealth Planning offers wealth management services, including investment management and financial planning. Investment management involves creating portfolios of mutual funds and ETFs, often using Dimensional Fund Advisors (DFA) funds. Financial planning covers areas like retirement, taxes, insurance, and education. Lucent Wealth Planning may recommend unaffiliated investment managers for a portion of a client's portfolio.
Assets Under Management$100M
Clients41
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$22,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
A minimum annual fee of $22,000 is generally required. Client accounts in which the total balance of all accounts fall below $3,000,000 may be accepted only on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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