Lucas James Bucl
LB
CFP
Lucas James Bucl
LB
CFP

Lucas James Bucl

14 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
354 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$669.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.20%
$500K - $1.0M1.00%
$1.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are subject to change with written notice and may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$3,000
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Contact

Lucas James Bucl
LB
Lucas James Bucl

Location

10000 College Blvd., Suite 260, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Aspyre Wealth Partners
December 2010 - Present · 15 yrs 2 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.
Additional Information

Lucas Bucl has been active in the Financial Planning Association throughout his career.  He is currently serving board for the Greater Kansas City chapter as the Director of Public Awareness.  He has previously served in various other roles within the organization, including the Programs, Media Relations , and Public Relations committees.

Lucas James Bucl
LB
Contact
Lucas James Bucl