Luke Albright is a registered investment advisor at Oak Grove Management LLC, based in Greenwich, CT, with 13 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 13 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.68% |
Fees vary by asset type: Bonds at 0.50%, Index Strategy at 1.00%, and Stock Portfolio at 1.68%. Fees are negotiable depending on client needs and situation complexity.
Fee Estimator
Location
14 Martin Dale, Greenwich, CT, 06830
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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
Oak Grove Management LLC
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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