Lucian Lobelkarimi is a registered investment advisor at Luke Capital, based in Palm Springs, CA, with 9 years of industry experience. Lucian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2 clients with $30K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee charged will not exceed 1.5%. Fees are negotiable.
Fee Estimator
Location
Palm Springs, CA
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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 Activities
Lucian sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Client Services, Inc. for part-time referrals of home security, automation products, and other home-related services.
Employment History
Current Registrations
Luke Capital
Previous Registrations
PFS Investments INC.Broker
PFS Investments INC.Broker
Magis Capital Management LLC
First Command Financial Planning, INC.Broker
First Command Financial Planning, INC.
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.