Marci Lucier is a registered investment advisor at Shp Wealth Management, LLC, based in Plymouth, MA, with 17 years of industry experience. Marci operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,364 clients with $1.9B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.60% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Location
225 Water St, Suite C210, Plymouth, MA, 02360
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2015Criminal
March 1988Other Business Activities
Marci coaches adult competitive water rowing at Duxbury Bay Maritime School for a few hours per week. She also does bookkeeping for TT Medical USA, a medical device company, dedicating minimal time during trading hours and a few hours per week outside trading hours.
Employment History
Current Registrations
Shp Wealth Management, LLC
Previous Registrations
Deutsche Bank Securities INC.
Berthel Fisher & Company Financial Services, INC.
Merrill Lynch Pierce Fenner & Smith INC.
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.