Lucas Laudick
Lucas Laudick is a registered investment advisor at Advisers Investment Management, INC., based in Colorado Springs, CO, with 5 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 573 clients with $110M 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 | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.3M | 0.60% |
| $1.3M - $1.5M | 0.50% |
| $1.5M - $1.8M | 0.40% |
| $1.8M - $2.0M | 0.30% |
| $2M+ | 0.20% |
Fees may be negotiated under certain circumstances.
Fee Estimator
Location
9475 Briar Village Point, Suite 125, Colorado Springs, CO, 80920
Get directionsHistory
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 director of operations at REACOS, Inc., a public accounting firm.
Employment History
Current Registrations
Advisers Investment Management, INC.
Previous Registrations
T. Rowe Price Investment 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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