Lucas Retirement Group LLC

Overview

Lucas Retirement Group LLC is organized as a limited liability company with individual ownership. The firm positions itself as a provider of financial planning and as a selector of outside advisers rather than as a traditional discretionary manager running client portfolios directly. It reports a fee model that includes fixed fees and other, unspecified fee arrangements, and identifies itself as a capital allocator. The firm is not flagged as an active ESG investor, does not operate as a multi-state adviser, and is not described as a pension consultant or a related adviser to another firm. An insurance company affiliation is noted.

Assets & Accounts