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. Their practice areas include Business Owners, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.40% to 1.50% based on the recommended third-party money manager and program.
Fee Estimator
Location
3800 Mansell Road, Suite 150, Alpharetta, GA, 30022
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 →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.
Exams
More Advisors
- Kristin Pinyan, CFPCetera Investment Advisers LLC
- John Kloecker, CFPRaymond James Financial Services Advisors, INC
- Mark Binder, CFPOne Capital Management, LLC
- Andrew Ramsey, CFPConcurrent Investment Advisors, LLC
- Joseph Johnson, CFPRaymond James & Associates, INC.
- Natalie Quinn, CFPElevation Point Wealth Partners, LLC