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Adam Lucart
8 Years of Experience
Corinth, TX
1 DisclosureBroker
Adam Lucart is a registered investment advisor at Principal Advised Services, based in Corinth, TX, with 8 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 23,164 clients with $1.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
225 advisors
Number of Clients
23,164 clients
Average Client Portfolio
$61K average
Assets Under Management
$1.4B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual fee of up to 0.50% of the daily value of managed account assets. The fee structure is tiered and negotiable by the plan sponsor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Corinth, TX
Get directionsHistory
Regulatory History (1)
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Financial
March 2025Pending
Employment History
Current Registrations
Principal Advised Services
June 2026 - Present · 4 mos
Principal Securities, INC.
May 2026 - Present · 5 mos
Principal Securities, INC.Broker
May 2026 - Present · 5 mos
Previous Registrations
LPL Enterprise, LLC
May 2026 - June 2026 · 1 mo
LPL Enterprise, LLCBroker
April 2026 - June 2026 · 2 mos
Charles Schwab & CO., INC.
August 2018 - February 2025 · 6 yrs 6 mos
Charles Schwab & CO., INC.Broker
August 2018 - February 2025 · 6 yrs 6 mos
Fidelity Brokerage Services LLCBroker
February 2017 - August 2018 · 1 yr 6 mos
State Registrations51 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.
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