Luminist Capital offers investment advisory services, including several model portfolios using ETFs, stocks, and options. They also provide financial planning and consulting services to help clients evaluate their financial situation, goals, and risk tolerance. Luminist Capital may recommend third-party investment advisors. The firm's services are tailored to each client's needs, and clients can impose restrictions on investments.
Assets Under Management$100M
Clients530
Advisors4
Avg. per Client$200K
Avg. per Advisor$26M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable. Co-adviser services fee will not be more than 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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