Lucas Mclatchy is a registered investment advisor at Zermatt Wealth Partners, based in Wilmington, NC, with 1 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 127 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zermatt Wealth Partners' investment management fees are based on a percentage of the assets they manage.
- For non-discretionary accounts, the fee ranges from 0.80% to 2.5% per year.
- For discretionary accounts, the fee ranges from 0.80% to 3.0% per year.
These fees include a technology platform fee of up to 0.25%. The investment management fee is calculated by applying different rates to different values of the account. Total fees will be the sum of fees charged for assets under management within all applicable ranges.
Location
1427 Military Cuttoff Rd Suite 206, Wilmington, NC, 28403
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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 →Employment History
Current Registrations
Zermatt Wealth Partners
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Susquehanna Financial Group, LllpBroker
State Registrations1 state
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