Lucas Lycksell is a CFP-designated registered investment advisor at Tailored Wealth, LLC, based in Fairfield, CT, with 9 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the sole discretion of Tailored Wealth. Fees take into consideration aggregate assets under management.
Fee Estimator
Location
1172 Post Road, Second Floor, Fairfield, CT, 06824
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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
Tailored Wealth, LLC
Previous Registrations
Connecticut Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
UBS Financial Services INC.
UBS Financial Services 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.
Exams
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