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Gabe Luna is a registered investment advisor at Luna Investment Services INC., based in Denver, CO, with 14 years of industry experience. Gabe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 20 clients with $6.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$337K average
Assets Under Management
$6.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fee is negotiable above $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Denver, CO
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2018Final
Employment History
Current Registrations
Luna Investment Services INC.
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
AXA Advisors, LLCBroker
August 2011 - March 2012 · 7 mos
Luna Investment Services INC.
February 2011 - December 2016 · 5 yrs 10 mos
Luna Investment Services INC.
February 2011 - December 2014 · 3 yrs 10 mos
State Registrations1 state
CO
Advisor
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
No exam information available for this advisor.