Micheal Lucas
Micheal Lucas is a registered investment advisor at Lucas Retirement Group LLC, based in Anthem, AZ, with 14 years of industry experience. Micheal 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, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Lucas Retirement Group charges a flat 1.00% annual fee for direct asset management. The firm also offers third-party manager programs with total annual fees ranging from 1.00% to 1.85% depending on the chosen strategy.
Fee Estimator
Location
42210 N 41st Drive, Suite 140, Anthem, AZ, 85086
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
December 2024Customer Dispute
October 2018Employment Separation After Allegations
September 2013Employment History
Current Registrations
Lucas Retirement Group LLC
Previous Registrations
Elevated Capital Advisors, LLC
Gradient Advisors, LLC
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
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.