Lucas Wennersten is a CFA, CFP-designated registered investment advisor at 49th Parallel Wealth Management, based in Scottsdale, AZ, with 11 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 5 clients with $3M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees negotiable for accounts over $10,000,001. Clients with at least $1,000,000 in assets under management receive ongoing financial planning services included with investment management. Clients with less than $1,000,000 in assets under management pay the same investment management fees, but financial planning services are a separate fee.
Fee Estimator
Contact
Lucas Wennersten
Location
9375 E. Shea Blvd., Suite 113D, Scottsdale, AZ, 85260
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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 →Employment History
Current Registrations
49th Parallel Wealth Management
Previous Registrations
Cardinal Point Wealth Management
Cardinal Point Wealth Management
Cardinal Point Wealth Management, LLC
Transition Financial Advisors Group, INC.
Lincoln Financial Advisors Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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