Jeanette Lucas
Jeanette Lucas is a CFP-designated registered investment advisor at Condor Capital Wealth Management, based in South River, NJ, with 16 years of industry experience. Jeanette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 879 clients with $2.2B 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 | 1.00% |
| $1M+ | 0.75% |
Fees and account minimums are negotiable based on portfolio composition, scope, complexity, and other factors.
Fee Estimator
Location
South River, NJ
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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
Condor Capital Wealth Management
State Registrations2 states
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