Luke Bennett
Luke Bennett is a registered investment advisor at Decisionmap Wealth Management, LLC, based in Atlanta, GA, with 15 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 139 clients with $240M 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
DMWM can negotiate a different fee rate for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
3350 Riverwood Pkwy, Ste 1900, Atlanta, GA, 30339
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Regulatory History (1)
Criminal
October 2011Employment History
Current Registrations
Decisionmap Wealth Management, LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
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.