Luka Erceg
Luka Erceg is a registered investment advisor at Dynamique Capital Advisors, based in San Diego, CA, with 5 years of industry experience. Luka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $25M 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 | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127
Get directionsHistory
Regulatory History (2)
Regulatory
December 2025Employment Separation After Allegations
September 2022Other Business ActivitiesSells Insurance
Luka is involved in several business activities, including consulting, investment advising, and running a holding company with a broker-dealer and insurance agency. He also manages a wholesale insurance agency and is a licensed attorney, occasionally doing pro bono work.
Employment History
Current Registrations
Dynamique Capital Advisors
Previous Registrations
Kingswood Capital Partners, LLCBroker
Heritage Financial Systems, LLCBroker
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.