Luke Gerolimatos
Luke Gerolimatos is a registered investment advisor at White Oak Financial Management, INC, based in Asheville, NC, with 6 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 350 clients with $140M 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 | 2.00% |
| $500K - $750K | 1.70% |
| $750K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.70% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
1270 Hendersonville Road, Suite #4, Asheville, NC, 28803
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 →Other Business Activities
Luke works as a habilitation tech for Mountain Area Community Services (MACS), providing services and support for individuals with disabilities since 2008. This takes minimal time and does not occur during trading hours.
Employment History
Current Registrations
White Oak Financial Management, INC
Previous Registrations
W&s Brokerage Services, INC.Broker
State Registrations3 states
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.