Luna Investment Services provides investment management services to individuals. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Luna Investment Services manages client accounts with mutual funds, exchange traded funds (ETFs), individual equities and derivatives.
Assets Under Management$6.7M
Clients20
Advisors1
Avg. per Client$340K
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fee is negotiable above $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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