Benjamin Luke
Benjamin Luke is a registered investment advisor at Ash Matson Wealth Partners, INC., based in Marksville, LA, with 3 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The management fee is negotiable.
Fee Estimator
Location
643 North Main St., Marksville, LA, 71351
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 ActivitiesSells Insurance
Benjamin is a managing member and insurance agent at Benjamin Luke Abstract & Title Co., LLC, selling title insurance products, and a managing member and attorney at Benjamin A. Luke Attorney at Law, LLC, practicing law. Each activity takes about a quarter of Benjamin's time.
Employment History
Current Registrations
Ash Matson Wealth Partners, INC.
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.