Ann Lucchesi is a CFP-designated registered investment advisor at First Citizens Investor Services, INC., based in San Francisco, CA, with 26 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,706 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
These fees apply to First Citizens Wealth Management and First Citizens Investor Services Wealth Strategies Portfolio Management. Third-Party Manager fees can be up to 0.55% in addition to the program fee. Tax Aware Services are offered with Portfolio Manager Program and First Citizens Wealth Management Services at an additional fee of 0.53% of the assets in the account. First Citizens Guided Investing has a fee of 0.30%.
Fee Estimator
Location
222 2nd Street, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ann is a partner at Corporate Equity Services, LLC, providing consulting and administrative duties, dedicating minimal time. She is also a full-time MD Enterprise Relationship Manager at SVB Wealth LLC, providing wealth management services.
Employment History
Current Registrations
First Citizens Investor Services, INC.Broker
Svb Wealth
Previous Registrations
Svb Investment Services INC.Broker
Parallel Advisors, LLC
Svb Wealth Advisory, INC.Broker
Svb Wealth Advisory, INC.
RBC Capital Markets CorporationBroker
RBC Dain Rauscher INC.Broker
W.R. Hambrecht + CO., LLCBroker
RBC Dain Rauscher INC.
Prudential Securities IncorporatedBroker
Volpe Brown Whelan & Company, LLCBroker
Warburg Dillon Read LLCBroker
Robertson, Stephens & Company LLCBroker
Montgomery SecuritiesBroker
London Zurich SecuritiesBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.