ML
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Michael Lucas
8 Years of Experience
Cheyenne, WY
1 DisclosureBroker
Michael Lucas is a registered investment advisor at Charles Schwab & CO., INC., based in Cheyenne, WY, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1802 Dell Range Blvd, Suite 1, Cheyenne, WY, 82009
Get directionsHistory
Regulatory History (1)
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Financial
October 2017Final
Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2025 - Present · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
March 2025 - Present · 1 yr 6 mos
Previous Registrations
Navigation Wealth Management
November 2017 - March 2020 · 2 yrs 4 mos
Navigation Wealth Management
November 2017 - November 2017 · 0 mos
Northwestern Mutual Investment Services,llc
February 2015 - October 2017 · 2 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
February 2015 - October 2017 · 2 yrs 8 mos
Park Avenue Securities LLC
April 2014 - December 2014 · 8 mos
Park Avenue Securities LLCBroker
March 2014 - December 2014 · 9 mos
Gradient Securities, LLCBroker
December 2013 - February 2014 · 2 mos
Sigma Financial CorporationBroker
October 2012 - December 2013 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
September 2010 - September 2011 · 1 yr
State Registrations11 states
AZCOIDMTNENVSDTXUTWAWY
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.