IL
IL

Ivan Lucuk

1 Year of Experience
New York, NY

Ivan Lucuk is a registered investment advisor at Greenline Partners, based in New York, NY, with 1 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
59 clients
Average Client Portfolio
$23.8M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

Fees are negotiable and depend on client-specific factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

521 Fifth Avenue, Suite 1706, New York, NY, 10175

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Greenline Partners
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Greenline Partners
March 2018 - December 2018 · 9 mos
State Registrations1 state
NY
Advisor

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.