Lucas Santiago is a registered investment advisor at 4:8 Financial, based in Canby, OR. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 824 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
4:8 Financial manages investments through LPL Financial's programs. The annual management fee for Optimum Market Portfolios, Guided Wealth Portfolios, and Model Wealth Portfolios ranges from 0% to 1.35%, and is negotiable. The fee is calculated and collected quarterly, in advance, based on the account’s prior quarter-end value. Guided Wealth Portfolios clients pay an LPL program fee of 0.35%.
Location
266 Northwest 1st Ave, Canby, OR, 97013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
4:8 Financial
State Registrations1 state
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