Lukas Mcelhenie is a CFP-designated registered investment advisor at Northrock Partners, LLC, based in Madison, WI, with 6 years of industry experience. Lukas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 4,811 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges between 0.50% and 1.50% based on the size, nature, and complexity of the relationship. An additional 0.25% account-level fee applies to assets held at Schwab and Fidelity for account servicing and operational costs. There is a minimum annual fee of $5,000.
Fee Estimator
Location
1241 John Q Hammons Dr, #501, Madison, WI, 53717
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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
Lukas is a partner/owner of Rome Homes LLC, a rental income business, since 2021. He spends about a quarter of his time looking for and acquiring rental properties and marketing them to tenants.
Employment History
Current Registrations
Northrock Partners, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Principal Securities, INC.
Principal Securities, 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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