Luke Tait is a registered investment advisor at Golden Guidance LLC, based in Overland Park, KS, with 11 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 20 clients with $11M 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 $4.0M | 0.75% |
| $4M+ | 0.65% |
Fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Overland Park, KS
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2016Other Business Activities
Luke is a partner in The Food Truck Club, a food services and online booking platform, since January 2021. He spends about 10-20% of his time coordinating the business and expanding operations.
Employment History
Current Registrations
Golden Guidance LLC
Previous Registrations
Quadcap Wealth Management, LLC
Goldman, Sachs & CO.Broker
Paragon Wealth Management
State Registrations3 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.