Lucas Gagne
Lucas Gagne is a registered investment advisor at Affinity Investment Group, LLC, based in Newmarket, NH, with 3 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 451 clients with $520M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
A minimum of $250,000 of assets under management and a $3,125 minimum annual fee is required for this service. Fees for accounts under $250,000 will be negotiated. Fees may be charged as a fixed or flat fee upon mutual agreement. Similarly situated clients could pay diverse fees.
Fee Estimator
Location
Newmarket, NH
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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 ActivitiesSells Insurance
Lucas is an independent insurance agent since May 2022. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Affinity Investment Group, LLC
State Registrations3 states
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.