Thomas Lukic is a CFA-designated registered investment advisor at Sandpiper Capital, LLC, based in Norfolk, VA, with 24 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees generally discounted for charitable nonprofit organizations or foundations. Fees and account minimums may be negotiable.
Fee Estimator
Location
999 Waterside Dr, #2600, Norfolk, VA, 23510-3300
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Sandpiper Capital, LLC
Previous Registrations
Sandpiper Capital, LLC
Bb&t Asset Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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