Lucre Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$719,627
Clients
9
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$79,959
About
Lucre Advisory LLC serves individual clients, including both standard and high-net-worth individuals, by providing investment management and comprehensive financial planning. The firm operates as a fee-only, single-advisor registered investment adviser with a small client base and under $1 million in assets under management.
The adviser typically manages discretionary portfolios built around a written investment policy and target asset allocation, using mutual funds, ETFs, individual securities and, where appropriate, outside managers. Its analytic approach combines modern portfolio theory with a mix of fundamental, technical, cyclical and charting analysis, and it can incorporate socially responsible (ESG) screens or custom value-based restrictions at a client’s request.
Noteworthy aspects include the combination of both one-time project-based planning and ongoing planning engagements while operating at a very small scale (nine client relationships) and delegating implementation on some accounts to a third-party manager. The firm’s principal is a CFP® professional with prior experience founding a personal finance practice and working as a financial coach, and the firm operates on a fee-only basis without accepting third-party sales compensation or custodying client assets.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$5,000 fixed fee for Project-Based Financial Planning; fees negotiable.
$0 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.70% $3,000,001+: 0.50%
Ongoing Financial Planning fees: $400/month or $1,200/quarter for individuals; $500/month or $1,500/quarter for couples; fees negotiable.
Minimum fee: $4,800 annually for single person; $6,000 annually for a couple Fee-only: Yes, fees are solely from clients; no commissions or other sales-related compensation received.
Main office location
Lucre Advisory LLC
Bronxville NY, United States
Number of offices
1
Most active in
Lucre Advisory LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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