Luke Lyle is a registered investment advisor at Winebrenner Capital Management LLC, based in Louisville, KY. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 459 clients with $260M 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% |
| $2M+ | 0.75% |
Schedule A1 applies to diversified portfolios. Schedule A2 applies to fixed-income-only portfolios (0% to $2M: 0.75%; over $2M: 0.50%). Schedule A3 applies to accounts with no management oversight or pre-fee funds at 0%. Fees may be aggregated across household accounts at the same custodian and are negotiable or waivable.
Fee Estimator
Location
10602 Timberwood Circle, Suite 13, Louisville, KY, 40223-5367
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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 →Employment History
Current Registrations
Winebrenner Capital Management LLC
Previous Registrations
Truist Advisory Services, 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.
Exams
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