Lucio Lanza is a registered investment advisor at Radnorwood Capital, LLC, based in Palo Alto, CA, with 18 years of industry experience. Lucio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $42M 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 $10.0M | 2.00% |
| $10.0M - $15.0M | 1.50% |
| $15M+ | 1.10% |
Fee Estimator
Location
165 University, Palo Alto, CA, 94301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
State Registrations1 state
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