Luke Bennett
Luke Bennett is a registered investment advisor at Decisionmap Wealth Management, LLC, based in Atlanta, GA, with 16 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 159 clients with $360M 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 | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.25% |
Fees are negotiable based on criteria such as anticipated future earnings, additional assets, account composition, or relationship history.
Fee Estimator
Location
3350 Riverwood Pkwy, Ste 1900, Atlanta, GA, 30339
Get directionsHistory
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.
Exams
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