Lucas Fenwick is a registered investment advisor at Fenwick Financial, based in Bardstown, KY, 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 Education Planning, Investment Management, Retirement Planning. Their firm serves 28 clients with $1.5M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Growth/Income accounts are charged 0.50% annually for any account size. Child Account Planning services, if managed, are charged 0.50% annually.
Fee Estimator
Location
Bardstown, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lucas is the founder of Fenwick Forest, a real estate rental business, and spends about 10-20% of his time on general contracting work. He also performs technical and behavioral analysis on OTC and small-cap securities, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Fenwick Financial
State Registrations1 state
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