John-Luke Financial offers investment advice regarding securities, insurance, and other financial services. They provide asset management and financial planning services, focusing on helping clients build and preserve wealth. They work with individuals, high net worth individuals, charitable organizations, and small businesses. John-Luke Financial uses a bucket system to create custom plans and provide ongoing management.
Assets Under Management$83M
Clients256
Advisors2
Avg. per Client$320K
Avg. per Advisor$41M
www.johnlukefinancial.com ·www.linkedin.com/in/daryl-lazauskas-89553312 ·www.facebook.com/nate.morrell.984
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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