Lucas Elliott is a registered investment advisor at Tactical Capital LLC, based in Charlotte, NC, with 4 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are a maximum of 2.00%. Fees may be negotiable.
Fee Estimator
Location
Charlotte, NC
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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.
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Lucas is the Global Director - Quality Engineering at Safeguard Medical, a medical device design and manufacturing company. This role takes Lucas full-time hours, with most of the time commitment during trading hours.
Employment History
Current Registrations
Tactical Capital LLC
State Registrations1 state
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