Luther Wealth Management is a financial advisory firm owned and operated by Justin Luther. The firm provides portfolio management services primarily using low-fee index funds and exchange-traded funds, relying on Modern Portfolio Theory and a proprietary portfolio optimizer to tailor strategies to individual risk tolerance and liquidity needs. Financial planning is also provided at no additional charge when appropriate. Luther Wealth Management serves individual clients and high net-worth individuals, managing their portfolios through Interactive Brokers as custodian. Justin Luther also works full-time as a commercial manager at Kinder Morgan, and has established policies to avoid conflicts of interest regarding that company.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiable in certain cases and billed monthly in arrears.