Lucas Mansberger is a CFA, CFP-designated registered investment advisor at Breakwater Capital, based in Kalamazoo, MI, with 3 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, High Net Worth, and 4 more. Their firm serves 134 clients with $140M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Breakwater may negotiate a lesser management fee based upon certain criteria.
Fee Estimator
Location
251 N Rose Street Suite 200, Kalamazoo, MI, 49007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Breakwater Capital
State Registrations1 state
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