Luther Wealth Management

Fee-Only (% of Portfolio)

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.

Assets Under Management$2.8M
Clients6
Advisors1
Avg. per Client$460K
Avg. per Advisor$2.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.65%

Fees are negotiable in certain cases and billed monthly in arrears.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Luther Wealth Management - Fees, AUM & Advisors | TrueAdvisor