Luke Scamardo is a CFP-designated registered investment advisor at Scamardo Financial LLC, based in Helotes, TX, with 22 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 30 clients with $9.5M 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 | 0.90% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
Helotes, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Scamardo Financial LLC
Previous Registrations
Scamardo Financial LLC
Scamardo Financial LLC
Scamardo Financial LLC
American Express Financial Advisors, INC.
State Registrations1 state
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