Todd Lukasik is a CFA-designated registered investment advisor at Msh Capital Advisors LLC, based in Scottsdale, AZ, with 5 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,076 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSH Capital Advisors offers investment management through both wrap and non-wrap fee programs. The fees are a percentage of the value of your portfolio and are negotiated with your advisor, up to a maximum of 2.00% per year. The fee includes investment management and ongoing advice. In wrap fee accounts, the fee also includes transaction costs. In non-wrap fee accounts, you'll pay transaction costs separately.
Location
23350 N Pima Road, Scottsdale, AZ, 85255-7153
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is a partner and founder of Candor Wealth Advisors LLC, providing wealth and investment management services. He dedicates nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
Msh Capital Advisors LLC
State Registrations2 states
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