Lucas Mcneely
Lucas Mcneely is a CFP-designated registered investment advisor at Copperline Wealth Management & Planning, based in Cody, WY, with 10 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 444 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5MM.
Fee Estimator
Location
1517 Rumsey Avenue, Cody, WY, 82414
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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 →Other Business Activities
Lucas is a notary, spending minimal time on this activity. He also operates several DBAs under SMH Group, LLC and is an IAR with Financial Advocates Investment Management, dedicating full-time hours to this role.
Employment History
Current Registrations
Copperline Wealth Management & Planning
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Level Four Advisory Services
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations10 states
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