David Lukas
David Lukas is a registered investment advisor at Lukas Total Wealth, based in North Little Rock, AR, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 381 clients with $100M 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 $1.0M | 1.95% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15.0M - $20.0M | 0.30% |
| $20.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.20% |
| $50M+ | 0.10% |
Schedule reflects GeoWealth and AE Wealth Management sub-advisory programs. Betterment program charges a flat 1.00% total fee (0.75% for Lukas Total Wealth, 0.25% for Betterment). TPFG manages 401(k) assets for a 1.95% total fee, paying Lukas Total Wealth 0.75%.
Fee Estimator
Location
9792 Maumelle Blvd, North Little Rock, AR, 72113
Get directionsHistory
Regulatory History (1)
Regulatory
January 2016Other Business ActivitiesSells Insurance
David owns Infinite Financial Services, Inc. where he sells fixed annuity products, and Family Money Group, LLC, which focuses on marketing through radio. He also owns Tax Plan Advantage LLC, providing tax preparation and planning services, dedicating minimal time to this activity.
Employment History
Current Registrations
Lukas Total Wealth
Previous Registrations
Signature Investments, INC.
State Registrations3 states
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
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