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Lukas Graham

Strategic Advisers LLC
19 Years of Experience
Roswell, GA
1 DisclosureBroker
View SEC Summary
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Lukas Graham is a registered investment advisor at Strategic Advisers LLC, based in Roswell, GA, with 19 years of industry experience. Lukas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Roswell, GA

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History

Regulatory History (1)
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Criminal
April 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Lukas is a partner in a rental property LLC, spending a few hours per week on this activity. This activity is investment-related.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
August 2011 - Present · 15 yrs 2 mos
Fidelity Brokerage Services LLCBroker
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
September 2011 - July 2018 · 6 yrs 10 mos
TD Ameritrade, INC.
July 2010 - August 2011 · 1 yr 1 mo
Amerivest Investment Management, LLC
July 2010 - August 2011 · 1 yr 1 mo
TD Ameritrade, INC.Broker
July 2010 - August 2011 · 1 yr 1 mo
LPL Financial Corporation
July 2009 - October 2009 · 3 mos
LPL Financial CorporationBroker
July 2009 - October 2009 · 3 mos
Strategic Advisers, INC.
July 2008 - June 2009 · 11 mos
Fidelity Brokerage Services LLCBroker
September 2006 - June 2009 · 2 yrs 9 mos
State Registrations5 states
GAMATXUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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