Gary Lucas is a CFA-designated registered investment advisor at Allied Investment Advisors LLC, based in Billings, MT, with 23 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,071 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Based on complexity, account size, and other factors, annual advisory fees may be more than the minimum fee listed above but no more than 1.50% annually and only if negotiated and agreed to by the client and our firm.
Fee Estimator
Location
3409 Transtech Way, Suite A, Billings, MT, 59102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gary is a member of AKL, LLC, a legal entity owning the Allied Investment Advisors office building, and a managing member of Lucas Family Properties, LLC, dealing with personal real estate investments. Gary spends minimal time on these non-investment related activities.
Employment History
Current Registrations
Allied Investment Advisors LLC
Previous Registrations
Dmkc Advisory Services, LLC
Investment Management Group
State Registrations1 state
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