LA
LA

Luke Andrews

11 Years of Experience
Meridian, ID
Sells Insurance

Luke Andrews is a registered investment advisor at Inspire Advisors, LLC, based in Meridian, ID, 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 Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
65 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.

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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Luke is involved in several business activities, including real estate sales and investment, social security income planning, mortgage brokering, and property & casualty insurance. He also serves as Vice Chair/Foundation Committee Representative for two church foundations.

Employment History
Current Registrations
Inspire Advisors, LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Belleair Wealth Management, LLC
April 2015 - August 2019 · 4 yrs 4 mos
Crossplan Money Management
April 2014 - June 2015 · 1 yr 2 mos
State Registrations2 states
FLTX
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.