Luke Parton
Luke Parton is a ChFC-designated registered investment advisor at Adaptive Financial Consulting, LLC, based in Mount Pleasant, SC, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 261 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.5M | 0.90% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Mount Pleasant, SC
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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 →Other Business ActivitiesSells Insurance
Luke is an independent licensed insurance agent.
Employment History
Current Registrations
Adaptive Financial Consulting, LLC
Previous Registrations
Kestra Investment Services, LLCBroker
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
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.