Lukasz Thieme is a CFA, CFP-designated registered investment advisor at Waypoint Financial, LLC, based in Weston, CT, with 3 years of industry experience. Lukasz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 61 clients with $37M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Comprehensive advisory services have a minimum annual fee of $6,000. Fees are negotiable.
Fee Estimator
Location
Weston, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Waypoint Financial, LLC
State Registrations1 state
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Exams
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