Advisor at MSH Capital Advisors LLC
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.
Firm
MSH Capital Advisors LLC
Location
Scottsdale, AZ 85255-7153
Credentials
CFA®, Series 65
Industry experience
5 years
Todd Lukasik is a CFA® charterholder and Series 65 licensee with six years of experience at MSH Capital Advisors LLC and five years at UMB Financial. He is a partner and founder of Candor Wealth Advisors LLC, a wealth management and investment management firm based in Scottsdale, AZ. MSH Capital Advisors LLC is an SEC-registered adviser managing approximately $1.09 billion through a team of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, and access to third-party managers with strategies ranging from long-term buy-and-hold to tactical allocation.
Based on MSH Capital Advisors LLC
Based on MSH Capital Advisors LLC
Financial plan fees typically range from $500 to $10,000 depending on scope and complexity.
Up to 2.50% annually (negotiated client-by-client basis, maximum fee)
Commissions may be earned by IARs acting as Registered Representatives of the affiliated broker-dealer for securities transactions.
Ongoing financial planning and advice fees typically range from $50 to $2,500 per month, depending on client needs.
Account minimum: $5,000
23350 N Pima Road
Scottsdale, AZ 85255-7153
Arizona · Colorado
MSH Capital Advisors LLC
2020 - Present (6 years)
UMB Financial
2015 - 2020 (5 years)
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Is 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.
Is not active or affiliated with:
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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