Lucas Brea is a registered investment advisor at Epic Advisory Services CORP, based in Boca Raton, FL, 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 Investment Management. Their firm serves 177 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Epic Advisory charges a percentage of the value of your account annually. The fee depends on the type of account (discretionary or non-discretionary) and the amount you have invested. A portion of the fees may be shared with a sub-advisor if one is appointed.
The annual fees are:
- Over $50,000,000: 0.75%
- $25,000,000 to $49,999,999: 0.85%
- $10,000,000 to $24,999,999: 1.00%
- Up to $9,999,999: 1.50%
Fees are negotiable and may be reduced or waived at Epic Advisory's discretion.
Location
1951 NW 19th Street, Suite 203, Boca Raton, FL, 33431
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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 an AVP of Relationship Management at Epic Advisory Services, acting as a liaison between sales and the company. This role takes about 10-20% of Lucas's time.
Employment History
Current Registrations
Epic Advisory Services CORP
Epic Capital Securities
Epic Capital SecuritiesBroker
State Registrations4 states
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.