Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
889 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
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Contact
Lucas Parker Hail
Location
7755 Montgomery Road, Suite 100, Cincinnati, OH, 45236
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Foster & Motley INC
February 2003 - Present · 23 yrs
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Additional Information
Luke has been quoted in the Wall Street Journal, The Street.com, BusinessWeek, MSN Money and the Lexington Herald Leader. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Cincinnati Estate Planning Council and the Northern Kentucky Estate Planning Council.
Contact
Lucas Parker Hail