Lucien Eugene Craig

United Advisors America

30 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Advisors America

Compensation

Fee-Only (AUM)

Firm Size

22 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$202K average

Assets Under Management

$353.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.5M	1.00%
$1.5M - $2.5M	0.80%
$2.5M+	0.60%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

290 S Preston Road, Suite 220, Prosper, TX, 75078

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History

Regulatory History (1)

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Judgment / Lien

July 2014

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Other Business ActivitiesSells Insurance

Lucien is an insurance agent with Alliance America Corporation since 2019, dedicating full-time hours. He also works as an agent for Level Four Insurance Services selling life, health, disability, and fixed annuities, dedicating a few hours per week, and provides financial plans and advice for Level Four Advisory Services LLC, taking about half of his time.