John Lueken is a registered investment advisor at Arlington Partners LLC, based in Franklin, TN, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arlington Partners manages investments for private funds. Fees for these services are determined on a fund-by-fund basis. Management and advisory fees range from 0.50% to 1.00% per year, and administrative service fees are 0.25% per year, both calculated as a percentage of the fund's net asset value or committed capital and payable quarterly. These fees are paid from the assets of the private funds. Arlington Partners also manages an exchange-traded fund (ETF), and its fees for these services are described in the ETF's prospectus.
Location
515 Church Street, Post Office Box 703, Franklin, TN, 37065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Arlington Partners LLC
Previous Registrations
Capwealth Advisors, LLC
Capwealth Investment Services, LLCBroker
Goldman, Sachs & CO.Broker
State Registrations2 states
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