Lucas Mckee is a registered investment advisor at Ameritime, LLC, based in Wichita, KS, with 7 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 0.80% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.50% |
The annual advisory fee is paid by the 403(b) Third Party Administrator (TPA) from plan participant accounts quarterly, in arrears.
Fee Estimator
Location
920 N. Tyler Rd. #104, Wichita, KS, 67212
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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
Ameritime, LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
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.