Luke Baum
Luke Baum is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Shaker Heights, OH, with 32 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Shaker Heights, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1999Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Kingswood Capital Partners, LLCBroker
Kingswood Wealth Advisors, LLC
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
CBIZ Wealth Management, LLC
CBIZ Retirement Plan Advisory Services
CBIZ Financial Solutions, INC.Broker
Assetmark Investment Services
Assetmark Capital CorporationBroker
Walnut Street Securities, INC.Broker
Multi-Financial Securities CorporationBroker
Vestax Securities Corporation
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Mutual Service CorporationBroker
State Registrations53 states
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