Matthew Dodd is a registered investment advisor at Lucas Retirement Group LLC, based in Anthem, AZ, with 10 years of industry experience. Matthew 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
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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
Lucas Retirement Group LLC
Previous Registrations
Elevated Capital Advisors, LLC
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Nylife Securities LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Country Capital Management CompanyBroker
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.
Exams
More Advisors
- Micheal LucasLucas Retirement Group LLC