Lucid Wealth Planning (LWP) offers investment management services, creating tailored investment portfolios based on clients' individual needs and goals. LWP also provides comprehensive financial planning, guiding clients in areas like cash flow, debt management, college savings, employee benefits, estate planning, insurance, investments, retirement planning, risk management, and tax strategies. LWP also offers personal tax return preparation services.
Fee Structure
Lucid Wealth Planning charges a percentage of your portfolio annually for investment management services. The annual fee is calculated based on the market value of your investments and paid quarterly. Clients engaged in ongoing comprehensive planning receive a preferred rate. There is a $3,000 minimum annual fee for investment management, which does not apply to clients qualifying for the preferred rate. Clients with at least $500,000 under management receive comprehensive financial planning as a bundled service at no additional cost.
