Jace Prows is a registered investment advisor at Luminary Wealth Advisors, based in Mckinney, TX, with 16 years of industry experience. Jace 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 $13M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
Mckinney, TX
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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 Activities
Jace owns Luminary Cabins LLC, a property management company. This activity takes place outside of trading hours.
Employment History
Current Registrations
Luminary Wealth Advisors
Previous Registrations
Alpha Cubed Investments, LLC
Beacon Pointe Wealth Advisors, LLC
Beacon Pointe Advisors, LLC
Strategic Advisers, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
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.