Luke Perry is a registered investment advisor at Bridgeport Financial Solutions, based in Fairfield, IA, with 14 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 920 clients with $1B 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 |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
The fee schedule applies the corresponding annual fee to the entire portfolio amount based on the total asset level. Fees are negotiable and may not exceed 2% as an annualized fee.
Fee Estimator
Location
1776 Pleasant Plain Road, Fairfield, IA, 52556
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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
Bridgeport Financial Solutions
Previous Registrations
Cambridge Investment Research Advisors, INC.
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Securian Financial Services, INC.
Cri Securities, LLC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations1 state
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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