Lucas Wennersten
Lucas Wennersten is a CFA, CFP-designated registered investment advisor at 49th Parallel Wealth Management, based in Scottsdale, AZ, with 12 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 13 clients with $9.4M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Schedule reflects standalone investment management fees. Alternative tiered rates apply if comprehensive planning is included (starting at 1.00% down to 0.50%). Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Contact
Lucas Wennersten
Location
9375 E. Shea Blvd., Suite 113D, Scottsdale, AZ, 85260
Get directionsHistory
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
49th Parallel Wealth Management
Previous Registrations
Cardinal Point Wealth Management
Cardinal Point Wealth Management
Cardinal Point Wealth Management, LLC
Transition Financial Advisors Group, INC.
Lincoln Financial Advisors Corporation
State Registrations2 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
More Advisors
- Dylan Duniho, CFPStrategic Advisers LLC
- Michael Juilfs, CFPCommonwealth Financial Network
- Ryan Cox, CFPDew Wealth Management
- Matthew Cherry, CFPAble Financial Group, LLC
- Levi Earhart, CFPSimplicity Wealth
- Alec Sankey, CFP, ChFCWells Fargo Advisors