Lucas Group Financial Advisors, LLC

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Total assets under management

$328,970,832

Total clients

412

19% high-net worth

Total advisors

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$798,473

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fixed fees typically ranging from $3,000 to $25,000 depending on engagement complexity.

Percentage

$0 - $499,999.99: 1.25% $500,000 - $999,999.99: 1.0% $1,000,000 - $1,999,999.99: 0.90% $2,000,000 - $2,999,999.99: 0.80% $3,000,000 - $3,999,999.99: 0.70% $4,000,000+: 0.60%

Project-based

Financial planning hourly rates from $300 to $600 per hour.

Other

Account minimum: $300,000 (negotiable) Fee-only: Financial planning fees charged hourly at $300 to $600 per hour or fixed fees ranging from $3,000 to $25,000 depending on complexity.

Disclosures

Main office location

Lucas Group Financial Advisors, LLC

1753 S. West Avenue

Freeport IL 61032, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 815-235-9610

Advisors at this firm

Todd R

Series 65

Rockford, IL

Lucas Group Financial Advisors, LLC

Andrew S

Series 65

Freeport, IL

Lucas Group Financial Advisors, LLC

Lucas B

CFP®, Series 63, Series 65

Freeport, IL

Lucas Group Financial Advisors, LLC

Katherine D

CFP®, Series 66

Freeport, IL

Lucas Group Financial Advisors, LLC

Aaron S

Series 65

Freeport, IL

Lucas Group Financial Advisors, LLC

Michael S

CFP®, Series 63, Series 65

Freeport, IL

Lucas Group Financial Advisors, LLC

Jeffery W

CFP®, Series 63

Freeport, IL

Lucas Group Financial Advisors, LLC

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