Lucia Wealth Management offers investment advice tailored to clients’ needs and goals. Services include reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Lucia Wealth Management also provides financial planning consulting services, including risk assessment, investment planning, estate planning, and financial organization. The firm may recommend third-party money managers to manage client assets.
Assets Under Management$10M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
Fees are negotiable. For clients utilizing a Sub-Advisor for asset management services, the fee stated above will include the Sub-Advisor’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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