Matthew Lucas is a CFP-designated registered investment advisor at Fortitude Family Office, based in Scottsdale, 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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 412 clients with $1.3B 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 | 1.00% |
Asset-based fees generally range from 0.15% to 1.00% per annum. Fees are negotiable based on factors such as relationships, expected asset growth, and complexity.
Fee Estimator
Location
7500 N Dobson Rd, Suite 151, Scottsdale, AZ, 85256
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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
Fortitude Family Office
Previous Registrations
Tarbox Family Office, INC.
Keatsconnelly
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
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