Eduardo Lucca is a registered investment advisor at Mellig Group, LLC, based in Coral Gables, FL, with 9 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 103 clients with $98M 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 $2.0M | 2.00% |
| $2.0M - $4.0M | 1.71% |
| $4.0M - $8.0M | 1.61% |
| $8.0M - $16.0M | 1.51% |
| $16.0M - $32.0M | 1.41% |
| $32M+ | 1.21% |
These are the maximum fees for discretionary management. Non-discretionary management fees are lower. There is a minimum monthly fee of $100.
Fee Estimator
Location
400 University Drive, Suite 400, Coral Gables, FL, 33134
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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
Eduardo has equity ownership in Almansa Holdings LLC (which partially owns Mellig Group, LLC), Mellig Consulting, Inc., and Infinity Regional LLC. He may receive benefits, bonuses, salaries, dividends, and distributions from these entities.
Employment History
Current Registrations
Mellig Group, LLC
State Registrations2 states
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