David Lucas
David Lucas is a registered investment advisor at Ameritas Advisory Services, LLC, based in San Ramon, CA, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
2000 Crow Canyon Place Ste 250, San Ramon, CA, 94583
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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 →Other Business ActivitiesSells Insurance
David is a licensed independent insurance agent selling various fixed insurance products, including life insurance, annuities, disability insurance, long-term care, and health insurance plans, taking about half of his time. He is also a partner at Barto/Lucas Insurance & Financial Services and an agent for Guardian Comprehensive Support, as well as the owner/managing member of BartoLucas LLC for group insurance business.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
Sentra Securities CorporationBroker
State Registrations18 states
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