Lucidity Wealth Advisors provides wealth management services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. These services include both investment management and financial planning. Lucidity Wealth creates investment portfolios primarily using low-cost, diversified exchange-traded funds and mutual funds. Financial planning is available to clients with at least $1,000,000 under management, but this minimum may be waived.
Assets Under Management$21M
Clients11
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.40% |
Fees may be negotiable at the sole discretion of Lucidity Wealth. Financial planning is included for clients who have at least $1,000,000 under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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