LS
PFS
LS
PFS

Luke Sauter

1 Year of Experience
Arlington Heights, IL

Luke Sauter is a PFS-designated registered investment advisor at Vidarrow Investment Advisors, based in Arlington Heights, IL, with 1 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3 clients with $66K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$22K average
Assets Under Management
$66K

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.75%
$5M+0.48%

Fees are negotiable. For clients with $1,000,000 or more in assets under management, ongoing financial planning services are included at no additional charge.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

171 West Wing Street, Suite 204A, Arlington Heights, IL, 60005

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Vidarrow Investment Advisors
September 2024 - Present · 1 yr 8 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.