Marcy Luth is a registered investment advisor at Wealth Management, based in Grand Island, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 4,751 clients with $3.7B 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 - $1.0M | 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. Family account balances are combined for fee calculation.
Fee Estimator
Location
3123 W Stolley Park Road Suite A, Grand Island, NE, 68801
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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.
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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
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Exams
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