Lucus Ubaldo is a registered investment advisor at Envest Advisors, LLC, based in Myrtle Beach, SC. Lucus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 32 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envest Advisors offers investment management services with fees based on the amount of your portfolio.
Direct Asset Management & Orion Portfolio Solutions:
- Up to $249,999: 1.75% per year
- $250,000 to $999,999: 1.50% per year
- $1,000,000 to $4,999,999: 1.25% per year
- Over $5,000,000: 1.00% per year
These fees are negotiable. When using sub-advisors, you will not pay additional fees.
Gradient Investments, LLC (Co-Advisor): Fees are based on the portfolio type and are negotiable. For example, Strategic Portfolios have a 2.00% annual fee, split between Gradient Investments (1.00%) and Envest Advisors (1.00%).
Howard Capital Management, Inc. (Third Party Manager): Fees are based on the HCM Fund and are negotiable. For example, HCM Dividend Sector Plus has a 2.00% annual fee, split between HCM (1.25%) and Envest Advisors (.75%).
Location
2411 North Oak Street, Ste 209-G, Myrtle Beach, SC, 29577
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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 →Employment History
Current Registrations
Envest Advisors, LLC
State Registrations1 state
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.