Austin Boots
Advisor at Lukas Total Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Lukas Total Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
North Little Rock, AR 72113
Credentials
Series 63, Series 65
Industry experience
10 years
Austin Boots is a financial advisor with Lukas Total Wealth in North Little Rock, AR, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at David Lukas Financial, MML Investors Services, LLC, MassMutual Life Insurance, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is president and owner of Boots Family LLC, a company established for compensation management and tax purposes, and he is also a licensed life, health, and disability insurance agent. Lukas Total Wealth serves individuals and high-net-worth clients, primarily those at or near retirement, offering investment advisory and financial planning services. The firm uses a mix of tactical, dynamic, and strategic equity styles through third-party model portfolios and generally limits investments to mutual funds, ETFs, fixed income, and insurance products.
Based on Lukas Total Wealth
Based on Lukas Total Wealth
Fixed project-based financial planning fees, negotiated per client
$0 - $500,000: 1.95% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 0.45% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $15,000,000: 0.35% $15,000,001 - $20,000,000: 0.30% $20,000,001 - $25,000,000: 0.25% $25,000,001 - $50,000,000: 0.20% $50,000,000+: 0.10%
Commissions on insurance products range from 1% to 10.5%; commissions on sale of gold/silver bullion
$100 to $300 per hour, negotiated
Fee-only: Hourly fees of $100 to $300 per hour; fixed project-based fees negotiated per client
9792 Maumelle Blvd
North Little Rock, AR 72113
Arkansas
David Lukas Financial
2024 - Present (2 years)
Mass Mutual Investors Services
2020 - Present (6 years)
MassMutual Life Insurance
2020 - Present (6 years)
NYLIFE Securities LLC
2015 - 2020 (5 years)
New York Life Insurance Company
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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