Lumina Wealth Management manages investment portfolios and offers personalized financial planning, cash flow planning, and general consulting. Lumina Wealth Management works with individuals, pensions, corporations, trusts, and estates, tailoring investment strategies using individual stocks, exchange-traded funds, mutual funds, and separate account managers. Clients can choose between management with the authority to make trades without asking first or arrangements requiring prior client approval. Lumina Wealth Management also provides outsourced Chief Investment Officer services for non-profits and retirement plan consulting for employers.
Assets Under Management$240M
Clients181
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable at the firm's discretion. The minimum annual fee is $1,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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