Luminary Wealth manages investment portfolios for individuals, trusts, retirement plans, and businesses. They work with clients to determine their investment goals and risk tolerance, then create a written investment plan. Luminary Wealth typically uses mutual funds and ETFs, primarily from Dimensional Fund Advisors (DFA). They may also manage concentrated stock positions. Luminary Wealth also provides retirement and estate planning, financial planning, and 401(k) consultation.
Assets Under Management$77M
Clients70
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Minimum annual fee of $6,250, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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