Lukas Total Wealth provides financial planning services, including investment planning, retirement planning, and college planning. Lukas Total Wealth also refers clients to third-party investment advisors like Betterment, GeoWealth, and AE Wealth Management to manage client assets. Lukas Total Wealth may also sell fixed insurance products and receive commissions.
Assets Under Management$100M
Clients381
Advisors5
Avg. per Client$260K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Lukas Total Wealth does not directly manage investments. Instead, they refer clients to other investment advisors. Here's how those fees work:
- Betterment: 1.00% annually (0.75% to Lukas Total Wealth, 0.25% to Betterment)
- GeoWealth: Tiered fees ranging from 0.10% to 1.95% annually, plus a $12 monthly technology fee. This fee covers Lukas Total Wealth, GeoWealth, and any model providers.
- AE Wealth Management: Tiered fees ranging from 0.10% to 1.95% annually. This fee covers Lukas Total Wealth, AE Wealth Management, and any model providers.
- The Pacific Financial Group (TPFG): 1.95% annually (0.75% to Lukas Total Wealth, 1.25% advisory fee and 0.70% administrative fee to TPFG)
- Flourish Cash: 0.10% annually, deducted from the client's APY.
Loading...