Lucey Wealth Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Services include investment strategy, asset allocation, and regular monitoring. Lucey Wealth Advisors also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily recommend ETFs but may use other securities for diversification.
Assets Under Management$10M
Clients30
Advisors2
Avg. per Client$330K
Avg. per Advisor$5M
www.luceywealthadvisors.com ·www.facebook.com/lucey-wealth-advisors-81850640... ·www.linkedin.com/in/michael-lucey
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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