Luke Podbury is a registered investment advisor at Canter Wealth, based in La Jolla, CA, with 10 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 280 clients with $390M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are negotiable based on client criteria and anticipated future assets. Accounts falling below the $750,000 minimum may be subject to a minimum quarterly fee of $1,875.
Fee Estimator
Location
7825 Fay Avenue, Suite 140, La Jolla, CA, 92037
Get directionsHistory
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 →Employment History
Current Registrations
Canter Wealth
Previous Registrations
The Retirement Group, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Spire Securities, LLCBroker
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.
Exams
More Advisors
- Joseph Kalmanovitz, CFPCanter Wealth
- Aiden Cox, CFPCanter Wealth
- James Mellon, CFPCanter Wealth
- Michael Canzone, CFPCanter Wealth
- Babak Gahvari, CFPCanter Wealth
- Kyle Hodges, CFPLPL Financial LLC