Anja Luesink is a CFP-designated registered investment advisor at Luesink Stenstrom Financial, based in New York, NY, with 5 years of industry experience. Anja 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 2 more. Their firm serves 47 clients with $83M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Minimum fee for investment management is $10,000 per year ($2,500 per quarter). Assets held in employer retirement accounts can be managed for 0.5%-1% per year.
Fee Estimator
Contact
Anja Luesink
Location
475 Park Avenue South, Suite 2100, New York, NY, 10016
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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
Luesink Stenstrom Financial
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
Additional Information
Anja is an instructor of Retirement Planning in the Certificate of Financial Planning Program at New York University (NYU). She also teaches students Financial Literacy at the Borough of Manhattan Community College (BMCC) through the FPA ProBono program.