Vincent C. Lucas, CPA, PC is a registered investment advisory firm offering financial planning and investment advisory services. They provide advice on managing financial resources based on individual needs, including cash flow, investments, retirement, education, and debt counseling. They also offer portfolio management services using exchange-traded funds, mutual funds, equities, and bonds. Investment advice is provided by Vincent C. Lucas, a Certified Public Accountant.
Assets Under Management$2.1M
Clients9
Advisors1
Avg. per Client$240K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.20% |
| $5M+ | 1.20% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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