Sloan Luckie
Sloan Luckie is a registered investment advisor at Goldman Sachs Wealth Services, L.P., based in Deerfield, IL, with 25 years of industry experience. Sloan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 121,236 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goldman Sachs Wealth Services charges fees for managing your investments, which are calculated as a percentage of the assets in your account. There are two main fee models:
- Strategy-based fees: Fees are based on the specific investment strategy used.
- Comprehensive Pricing Program (CPP): A comprehensive fee model with a maximum advisory fee of 1.50%. This model is suitable for clients who invest across a number of asset classes.
In addition to advisory fees, you may also pay transaction fees, custody fees, and underlying fund fees. Fees are negotiable and can vary based on factors like the services provided, the amount you invest, and any corporate affiliations.
Location
540 Lake Cook Rd, Deerfield, IL, 60015
Get directionsHistory
Regulatory History (1)
Financial
June 2016Other Business Activities
Sloan is the owner of Sloanluckie, LLC and the author of two physical wellness coaching books, dedicating a few hours per week to promoting and selling them. This organization is not primarily engaged in investment-related activity.
Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
Goldman Sachs & CO. LLCBroker
Previous Registrations
Goldman Sachs Personal Financial Management
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Morgan Stanley
Morgan StanleyBroker
Cowen and CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney 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.