Luke Jackson is a CFA-designated registered investment advisor at Amj Financial Wealth Management LLC, based in Leesburg, VA, with 3 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 470 clients with $480M 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 $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Rates shown are for the Strategic Asset Allocation strategy. The Dynamic Asset Allocation strategy charges higher rates starting at 1.65% for accounts between $250,000 and $399,999, 1.50% for $400,000 to $599,999, 1.40% for $600,000 to $999,999, 1.30% for $1,000,000 to $1,999,999, and 1.15% for $2,000,000 to $4,999,999. Fees are negotiable for amounts of $5,000,000 and above.
Fee Estimator
Location
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Amj Financial Wealth Management LLC
State Registrations1 state
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Exams
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