Daniel Lucas is a registered investment advisor at Sapient Advisors, INC., based in Alpharetta, GA, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Sapient Advisors does not directly manage your investments. Instead, they refer you to third-party money managers. The fees charged by these managers range from 0.4% to 1.5% of your portfolio, depending on the specific manager and program you choose. These fees cover investment advice, trading, and other services. Sapient Advisors receives a portion of this fee as a referral fee.
Location
3800 Mansell Road, Suite 150, Alpharetta, GA, 30022
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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
Sapient Advisors, INC.
Previous Registrations
Sapient Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Credo Wealth Management, 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.