Advisor at Lucey Investment Management, LLC
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Firm
Lucey Investment Management, LLC
Location
Glastonbury, CT
Credentials
Series 65
Industry experience
18 years
Kevin Lucey is the sole advisor at Lucey Investment Management, LLC, an independent firm based in Glastonbury, CT. He holds a Series 65 designation and has 18 years of industry experience, having led his firm since 2006. Lucey Investment Management is a fee-only registered investment adviser serving primarily individual investors, high-net-worth clients, and pension or profit-sharing plans. The firm manages approximately $58 million in assets, providing both discretionary and non-discretionary portfolio management with a focus on fundamental analysis enhanced by technical and cyclical methods, including the use of option-based derivatives.
$0 - $99,999: 2.00% $100,000 - $249,999: 1.75% $250,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000+: 1.00%
Fee-only: Fee based on assets under management; management fee paid quarterly in advance or arrears, negotiable but typically tiered as specified.
Glastonbury, CT
California · Connecticut · New Jersey
Lucey Investment Management
2006 - Present (20 years)
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