Lucas Retirement Group manages investment portfolios and provides personalized financial planning and consulting services for individuals and families. Lucas Retirement Group helps clients establish financial goals, analyze net worth and cash flow, build retirement strategies, manage financial risks, develop long-term investment plans, create tax reduction strategies, and preserve their estates. Lucas Retirement Group also offers access to third-party money managers for specialized investment portfolios. The firm operates with a focus on helping clients plan for and navigate their retirement years, and is owned and operated by Micheal Lucas, II.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Lucas Retirement Group charges a flat 1.00% annual fee for direct asset management. The firm also offers third-party manager programs with total annual fees ranging from 1.00% to 1.85% depending on the chosen strategy.