Luke Buehler
Luke Buehler is a registered investment advisor at Nwf Advisory Services INC, based in Fredonia, NY, with 39 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
35 East Main St, Fredonia, NY, 14063
Get directionsHistory
Regulatory History (1)
Criminal
February 1979Other Business ActivitiesSells Insurance
Luke is an officer at Summit Wealth Mgmt, Inc. and has several other business activities including real estate, insurance sales (fixed/life/health/P&C), and involvement in multiple non-profit organizations; his work at Summit Wealth Mgmt takes about a quarter of his time.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
The Ameriflex Group
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Securities America, INC.Broker
Summit Financial Advisors, LLC
New England SecuritiesBroker
United Planners' Financial Services of America a Limited PartnerBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations24 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.