TL
CFA
TL
CFA

Thomas Allen Lukic

23 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
56 clients
Average Client Portfolio
$654K average
Assets Under Management
$36.6M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

Fees and account minimums may be negotiable. Discounted rates may be available to family members and personal acquaintances of SC’s affiliated persons.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

999 Waterside Dr, #2600, Norfolk, VA, 23510-3300

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sandpiper Capital, LLC
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Sandpiper Capital, LLC
October 2008 - December 2011 · 3 yrs 2 mos
Bb&t Asset Management, INC.
June 2002 - October 2008 · 6 yrs 4 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.