Luke Mccarty is a CFP-designated registered investment advisor at Mccarty Wealth, based in Rockledge, FL, with 12 years of industry experience. Luke 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, Insurance Planning, and 3 more. Their firm serves 85 clients with $55M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.60% |
Fees are generally negotiable. A single rate applies to the entire portfolio based on the highest qualifying tier.
Fee Estimator
Location
4175 Us 1, Suite 101, Rockledge, FL, 32955
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 ActivitiesSells Insurance
Luke is an owner and a licensed insurance agent with McCarty Wealth Insurance Services LLC.
Employment History
Current Registrations
Mccarty Wealth
Previous Registrations
Prostatis Financial Advisors Group
World Equity Group, INC.Broker
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, 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.
Exams
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