Lucas Beggin
Lucas Beggin is a CFP-designated registered investment advisor at Lucas Group Financial Advisors, LLC, based in Freeport, IL, with 12 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 424 clients with $330M 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 | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees for variable annuity management and accounts held directly at American Funds differ from our standard fee schedule and are defined within the clients investment management agreement. Our fees for Nationwide, Jackson, and Lincoln annuity accounts will be a flat 1%. American Funds accounts will be defined in their own fee schedule. These fees reflect the investment restrictions and limitations present in those type of arrangements.
Fee Estimator
Location
1753 S. West Avenue, Freeport, IL, 61032
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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 →Other Business ActivitiesSells Insurance
Lucas is a partner at Lucas Groups CPA+ Advisors, LLC, a public accounting and management firm, dedicating nearly full-time hours. He also serves on the boards of Parkview Homes NFP and Highland Community College, spends minimal time on these activities, and engages in minimal insurance sales.
Employment History
Current Registrations
Lucas Group Financial Advisors, LLC
Previous Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
Lucas Group Financial Advisors, INC.
State Registrations3 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.