Luke Woodland is a registered investment advisor at Refined Wealth Management, based in Salt Lake City, UT. 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, High Net Worth, and 3 more. Their firm serves 689 clients with $190M 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 | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees may be negotiable based upon certain circumstances. All household accounts under $250,000 will be charged a $35 annual fee to support the costs of the software that provide clients' access to portfolio performance. As of February 1, 2017, all new managed Net Unrealized Appreciation (NUA) accounts will be charged a management fee of .35% for the first $100,000 and .25% for amounts over $100,000. As of August 1, 2019, Donor Advisory Fund (DAF) accounts will be charged a management fee of .50% for the first $100,000 and .25% for amounts over $100,000. All 401(k) accounts will be charged a management fee of 0.50% for the first $10,000,000 and 0.25% for amounts over $10,000,000. All self-directed accounts as well as family and friends have a 0.50% fee.
Fee Estimator
Location
515 South 1000 East, Suite L2, Salt Lake City, UT, 84102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Refined Wealth Management
State Registrations1 state
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