Luke Capital is a registered investment advisor offering personalized portfolio management, investment advice, and retirement planning services. They tailor their advice to each client's individual needs and objectives. They specialize in value investing and derivatives, focusing on large companies with consistent earnings growth. Luke Capital does not participate in wrap fee programs and offers a free initial consultation.
Assets Under Management$30K
Clients2
Advisors1
Avg. per Client$15K
Avg. per Advisor$30K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee charged will not exceed 1.5%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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