Luke Financial Company provides personalized financial planning and investment management services. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Luke Financial requires discretionary direct asset management services to advisory clients.
Assets Under Management$5M
Clients75
Advisors1
Avg. per Client$67K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
In certain circumstances, the annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee unless otherwise requested by the Client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...