Christopher Glancy is a CFA-designated registered investment advisor at Lukas Total Wealth, based in North Little Rock, AR. Christopher 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
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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 →Employment History
Current Registrations
Lukas Total Wealth
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.
Exams
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