Lucidity Wealth Advisors offers holistic wealth management services, combining discretionary investment management with comprehensive financial planning. The firm works primarily with individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Investment management services focus on building long-term portfolios using low-cost exchange-traded funds and mutual funds, tailored to each client's goals and risk tolerance. Comprehensive financial planning is included for clients with at least $1,000,000 under management, covering areas such as retirement planning, personal savings, education funding, and insurance needs. Lucidity Wealth Advisors operates as a registered investment advisor legally required to act in your best interest, and does not charge performance-based fees or sell products for commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.40% |
Fees are paid monthly in advance and may be negotiable at the sole discretion of the advisor.