Jeffrey Lutz
Jeffrey Lutz is a registered investment advisor at Invest Capital Partners, based in Springboro, OH, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 661 clients with $270M 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 $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Advisory fee is negotiable depending on individual client circumstances. At their discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
550 S. Main Street, Springboro, OH, 45066
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2018Other Business ActivitiesSells Insurance
Jeffrey is a financial advisor at Midwestern Wealth Management, an investment and advisory support company. He is also an independent insurance agent with Midwestern Insurance Management, LLC, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Invest Capital Partners
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B Hilliard, W.L. Lyons, LLCBroker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Dean Witter Reynolds INC.Broker
Fidelity Brokerage Services, INC.Broker
First Investors CorporationBroker
State Registrations2 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.