Daniel Lucas
Daniel Lucas is a registered investment advisor at Lji Wealth Management, LLC, based in Indianapolis, IN, with 11 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,613 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Maximum fee is 1.4%, which is negotiable.
Fee Estimator
Location
6569 Carrollton Avenue, Indianapolis, IN, 46220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lji Wealth Management, LLC
State Registrations2 states
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