Lucre Advisory is a fee-only financial planning firm. Lucre Advisory provides financial planning services, including cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Lucre Advisory does not manage client accounts directly, but may recommend outside managers.
Assets Under ManagementN/A
Clients5
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Annual Fee:$4,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
The amount of held-away assets and outside managed assets are included in the total account value that the advisory fee is calculated on.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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