| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable depending on the amount of assets under management, range of investments, and complexity of your financial circumstances.
7889 Red Arrow Highway, Stevensville, MI, 49127
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Learn about disclosures →Lucas owns a family-owned grain and grape farm, rental real estate, True Blue Financial LLC (DBA for LPL business and an independent investment advisor firm), True Blue Tax LLC, and is an adjunct professor at Cornerstone University. He also works with Ash Brokerage selling non-variable insurance.