Luchini Financial is a registered investment advisor located in Pennsylvania, founded and operated by Richard R. Luchini. Luchini Financial offers comprehensive wealth management, customized investment management, and standalone financial planning services to individuals, high net worth individuals, trusts, and estates. The firm builds diversified portfolios using mutual funds, exchange-traded funds, and individual stocks, focusing primarily on long-term goals while considering each client's risk tolerance. Luchini Financial acts in your best interest as a legally required fiduciary. In addition to investment and financial planning, the firm offers standalone tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable at the sole discretion of the firm. Stand-alone investment management fees range up to 1.00% annually.