Vincent Lucas is a registered investment advisor at Pacific Equity Advisors LLC, based in La Jolla, CA, with 2 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $65K 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 | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
7946 Ivanhoe Avenue, Suite 302, La Jolla, CA, 92037
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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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Vincent is a full-time employee of Pacific Equity Management, an Exempt Reporting Advisor, in an operations and administrative role. He does not engage in advisory services for this entity.
Employment History
Current Registrations
Pacific Equity Advisors LLC
State Registrations1 state
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