Lukas Mccalla is a CFP-designated registered investment advisor at Kelman Lazarov INC, based in Memphis, TN, 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 Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 579 clients with $890M 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 | 1.15% |
Maximum management fee is 1.15% per annum, negotiable at the firm's discretion. Fees are payable quarterly in advance.
Fee Estimator
Location
5100 Poplar Ave, Ste 2805, Memphis, TN, 38137-2805
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
Lukas is an Investment Advisor Representative at Kelman-Lazarov, Inc. since 2021, where he develops plans, determines asset allocation, and interacts with clients, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Kelman Lazarov INC
Previous Registrations
Mutual 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
More Advisors
- Martin Kelman, CFPKelman Lazarov INC
- April Lowery, CFPKelman Lazarov INC
- Christopher Purcell, CFPKelman Lazarov INC
- William Steinberg, CFPKelman Lazarov INC
- Andrew Buzan, CFAKelman Lazarov INC
- Patrick O'hearn, CFPKelman Lazarov INC