Lucas Cheatham
Lucas Cheatham is a registered investment advisor at Diamond Client Group, LLC, based in The Woodlands, TX, with 14 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 212 clients with $120M 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 | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable. Certain additional sub-advisory fees, platform fees, and/or Alternative Investment Fees may apply where the client’s account incorporates the use of Sub-Advisers and/or Alternative Investments.
Fee Estimator
Location
9595 Six Pines Drive, Suite 6200, The Woodlands, TX, 77380
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 →Other Business ActivitiesSells Insurance
Lucas is the President of Diamond Client Group, an RIA, and also works as an insurance broker for the same company, dedicating about half of his time to insurance product sales. Additionally, Lucas owns a rental property and a retail business, each requiring minimal time.
Employment History
Current Registrations
Diamond Client Group, LLC
Previous Registrations
Peak Brokerage Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.