David Lukas
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 65
Industry experience
10 years
David Lukas is a financial advisor at Lukas Total Wealth with 10 years of industry experience. He holds a Series 65 designation and has operated David Lukas Financial since 2012. Outside of his advisory role, he owns a tax preparation and planning service that coordinates with CPAs to facilitate tax returns. Lukas Total Wealth provides investment advisory and financial planning services primarily to individuals and high-net-worth clients near retirement. The firm focuses on tactical asset management to address sequence-of-returns risk, utilizing a combination of tactical, dynamic, and strategic equity styles implemented mainly through third-party model portfolios.
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 · Louisiana · Texas
David Lukas Financial
2012 - Present (14 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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