What fees will I pay?

As a Lucas Group Financial Advisors client, there are three different fees you will pay:

  1. A fee to Lucas Group for comprehensive advisory services—everything described as services above.  It is our sole source of compensation and is based upon a percentage of the assets we manage in your portfolio.
  2. A fee paid to the investment management firm whose mutual funds and ETFs we use to build your portfolio. It varies based on funds and is always fully disclosed.
  3. A nominal fee paid to the custodian for processing your trades.

That’s it. These fees will always be fully disclosed and you will never be surprised by extras.