Vincent Lucas is a registered investment advisor at Vincent C. Lucas, C.P.A., P.C., based in McLean, VA, with 19 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.20% |
| $5M+ | 1.20% |
Fees are subject to negotiation.
Fee Estimator
Location
8201 Greensboro Drive Suite 613, McLean, VA, 22102
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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 Activities
Vincent is a 100% owner of Lucas, Moreland and Mastbrook, Inc., a non-investment tax and accounting firm, since 2011. He works in a firm management capacity, meeting clients and providing guidance and support, with hours varying seasonally.
Employment History
Current Registrations
Vincent C. Lucas, C.P.A., P.C.
Previous Registrations
Vincent C. Lucas, C.P.A., P.C.
State Registrations1 state
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