TrueAdvisor
TrueAdvisor
BL
BL

Brian David Luster

Collective Family Office, LLC
16 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Collective Family Office, LLC
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
127 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$451.7M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Location

235 St. Charles Way, Suite 200, York, PA, 17402

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Collective Family Office, LLC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Abernathy Group II LLC
April 2011 - April 2016 · 5 yrs
Apb Financial Group, LLCBroker
December 2005 - April 2016 · 10 yrs 4 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.