Luke Salzer is a registered investment advisor at T.M. Wealth Management, based in Reston, VA, with 12 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 99 clients with $210M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Adjustments to standard fees may be negotiated with clients who have more than one related account owned by family, friends, or business associates, unusually sophisticated or simplified investment needs & strategies, or where accounts are tax qualified or may require tax harvesting.
Fee Estimator
Location
11702 Bowman Green Drive, Suite 300, Reston, VA, 20190
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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