Luke Washburn
Luke Washburn is a registered investment advisor at Washburn Asset Management LLC, based in Amherst, OH, with 13 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 19 clients with $8.1M 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 | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Fees are calculated on a daily basis and paid at the end of each quarter. Accounts may be aggregated for fee discounting.
Fee Estimator
Location
Amherst, OH
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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 ActivitiesSells Insurance
Luke has been a licensed insurance agent since 2012, providing financial planning advice but not earning commissions. He also works as a freelance musician, dedicating minimal time to this activity.
Employment History
Current Registrations
Washburn Asset Management LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.