LL
LL

Lucio Luigi Lanza

17 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
1 client
Average Client Portfolio
$42.5M average
Assets Under Management
$42.5M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M2.00%
$10.0M - $15.0M1.50%
$15M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

165 University, Palo Alto, CA, 94301

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Lucio is a managing director at Lanza Techventures LLC and president of Lanza Techventure Management, both venture capital investments. He also serves as a corporate director for several public and private companies, dedicating about 10-20% of his time to each role.

Employment History
Current Registrations
Radnorwood Capital, LLC
January 2008 - Present · 18 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Lucio Luigi Lanza - Financial Advisor | TrueAdvisor