Lucas Brown is a CFP-designated registered investment advisor at True Blue Financial, LLC, based in Stevensville, MI, with 25 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 734 clients with $190M 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 $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 factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances.
Fee Estimator
Location
7889 Red Arrow Highway, Stevensville, MI, 49127
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
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.
Employment History
Current Registrations
True Blue Financial, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
State Registrations27 states
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