LL
CFP
LL
CFP

Lameck Lukanga

11 Years of Experience
Los Angeles, CA

Lameck Lukanga is a CFP-designated registered investment advisor at Life Line Wealth Management LLC, based in Los Angeles, CA, with 11 years of industry experience. Lameck operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 97 clients with $560M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
97 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$557.6M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The standard annual fee is 1.0% of total assets under management, which may be negotiated 0.5% higher or lower depending on the client's needs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6548 La Mirada Ave, Los Angeles, CA, 90038

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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 Activities

Lameck is a member manager of Life Line Financial Group, a tax preparation, business management, and accounting & bookkeeping services firm, dedicating most of his time to it. He also manages special purpose investment vehicles through LifeLine Torch Management LLC, spending minimal time outside trading hours on this activity.

Employment History
Current Registrations
Life Line Wealth Management LLC
January 2015 - Present · 11 yrs 9 mos
State Registrations3 states
CALATX
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.
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