Douglas Lutkus is a registered investment advisor at Xitright, based in Lincoln, CA, with 21 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Investment Management, Retirement Planning. Their firm serves 9 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees at Xitright range from $200 to $2,000. The fee is negotiable depending on the account size and number of accounts managed.
Location
Lincoln, CA
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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
Douglas is an independent insurance agent since 2001, selling life, health, and annuity products. This takes minimal time, with some activity during market hours.
Employment History
Current Registrations
Xitright
Previous Registrations
Sagepoint Financial, INC.
Ameriprise Financial Services, 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.