Lukas Dewitt is a registered investment advisor at Elevate Planners, based in Mount Vernon, NY, with 4 years of industry experience. Lukas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 44 clients with $26M 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 | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.5M | 0.95% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Location
Mount Vernon, NY
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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 licensed real estate salesperson at Mont Sky Real Estate since 2020, assisting clients with home purchases and sales. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Elevate Planners
Previous Registrations
Elevate Planners
Proxy Wealth Advisors LLC
State Registrations1 state
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