LL
LL

Luke Leibovich

9 Years of Experience
Redondo Beach, CA

Luke Leibovich is a registered investment advisor at Crux and Company, LLC, based in Redondo Beach, CA, with 9 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $540K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$538K average
Assets Under Management
$538K

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Crux and Company manages a pooled investment fund called Crux Capital, LP. They charge a quarterly management fee of 0.375% of your share of the fund's net asset value, which works out to approximately 1.5% per year. This fee is taken directly from your capital account in the fund. These fees are negotiable.

Loading...

Location

Redondo Beach, CA

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Crux and Company, LLC
November 2016 - Present · 9 yrs 6 mos
State Registrations1 state
CA
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.
Luke Leibovich - Financial Advisor | TrueAdvisor