Luke Messer is a registered investment advisor at Forefront Asset Management, LLC, based in Virginia Beach, VA, with 2 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 322 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Portfolio management fees are generally non-negotiable, but Forefront may make exceptions or negotiate special fee arrangements at its discretion.
Fee Estimator
Location
1209 Independence Boulevard, Suite 106, Virginia Beach, VA, 23455
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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
Forefront Asset Management, LLC
State Registrations1 state
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