Andrew Stewart is a registered investment advisor at Lucas Group Financial Advisors, LLC, based in Freeport, IL, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 424 clients with $330M 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 $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees for variable annuity management and accounts held directly at American Funds differ from our standard fee schedule and are defined within the clients investment management agreement. Our fees for Nationwide, Jackson, and Lincoln annuity accounts will be a flat 1%. American Funds accounts will be defined in their own fee schedule. These fees reflect the investment restrictions and limitations present in those type of arrangements.
Fee Estimator
Location
1753 S. West Avenue, Freeport, IL, 61032
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
Andrew works as a Tax Manager and Certified Public Accountant at Lucas Group CPAs + Advisors, dedicating full-time hours to these roles. He also serves as President of Freeport Youth Football and as a Board Member for Freeport Community Foundation, spending a few hours per week and minimal time per month, respectively.
Employment History
Current Registrations
Lucas Group Financial Advisors, LLC
Previous Registrations
Regal Investment Advisors LLC
Lucas Group Financial Advisors, INC.
State Registrations2 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.