Luminary Financial Planning offers investment advice and financial planning services to individuals, high-net-worth individuals, pension and profit sharing plans, and corporations. Services include portfolio management, investment strategy, and financial planning covering retirement, college, and tax planning. Luminary Financial Planning does not take discretionary control over client accounts.
Assets Under Management$27M
Clients24
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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