Luchini Financial provides wealth management and investment management services, including financial planning, to individuals, high net worth individuals, trusts, and estates. They create customized investment solutions based on client goals, risk tolerance, and financial situations, primarily using mutual funds, exchange-traded funds (ETFs), and individual equity securities. Financial planning covers investment, retirement, education savings, and insurance needs. They may also recommend independent managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable. Stand-alone Investment Management fees range up to 1.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.