Lucas Smith
Lucas Smith is a registered investment advisor at Shepherd Financial Investment Advisory LLC, based in Carmel, IN, with 1 years of industry experience. Lucas 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 1,091 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial provides investment management through a wrap fee program. The annual fee ranges from 0.50% to 1.20% of the value of your portfolio, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid monthly or quarterly. Fees may be negotiable.
Location
111 Congressional Blvd.,, Suite 100, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Shepherd Financial Investment Advisory LLC
State Registrations1 state
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