Lucas Hail is a CFP-designated registered investment advisor at Foster & Motley INC, based in Cincinnati, OH, with 23 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 5 more. Their firm serves 889 clients with $2.5B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Family accounts may be aggregated for fee calculation purposes. Fees for minimum account sizes may be negotiable in certain circumstances.
Fee Estimator
Contact
Lucas Hail
Location
7755 Montgomery Road, Suite 100, Cincinnati, OH, 45236
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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 →Employment History
Current Registrations
Foster & Motley INC
State Registrations1 state
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.
Exams
Additional Information
Luke has been quoted in the Wall Street Journal, The Street.com, BusinessWeek, MSN Money and the Lexington Herald Leader. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Cincinnati Estate Planning Council and the Northern Kentucky Estate Planning Council.