Marcy Luth is a registered investment advisor at Wealth Management, based in Norfolk, NE, with 18 years of industry experience. Marcy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,617 clients with $3.1B 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiated with each client.
Fee Estimator
Location
125 South 4th Street, Norfolk, NE, 68701
Get directionsHistory
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 Activities
Marcy is a partner in 1203 LLC and Luth Farm Partnership, both rental real estate ventures, and a shareholder/treasurer at Almquist, Maltzahn, Galloway & Luth PC, an accounting firm, dedicating nearly full-time hours to the firm. She also holds minority partner positions in Halley Associates LP & Haley Communities and Resort Lifestyle Communities, with no duties, and is a volunteer member of the Hastings College Board of Trustees, spending a few hours per week.
Employment History
Current Registrations
Wealth Management
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.