Daryl Lazauskas
Daryl Lazauskas is a registered investment advisor at John-Luke Financial, LLC, based in The Woodlands, TX, with 29 years of industry experience. Daryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 256 clients with $83M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be negotiable for accounts over $10,000,001.
Fee Estimator
Location
2219 Sawdust Rd, Suite 203, The Woodlands, TX, 77380
Get directionsHistory
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
Daryl operates John-Luke Financial, LLC as an IAR/Owner, focusing on securities, financial planning, and annuities, dedicating full-time hours to this role. Daryl also engages in insurance sales, including equity indexed annuities, and general insurance products sales, also dedicating full-time hours to this.
Employment History
Current Registrations
John-Luke Financial, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Princor Financial Services CorporationBroker
Sunamerica Securities, INC.Broker
Securities Management & Research, INC.Broker
State Registrations2 states
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.