Luna Capital Management (LCM) offers investment advice and financial planning services. LCM reviews client investment objectives, recommends asset allocation strategies, and prepares written investment strategies. Financial planning services include risk assessment, investment planning, estate planning, and financial organization. Clients can choose to have LCM implement their financial plan and manage their investment portfolio, but are not obligated to do so.
Assets Under Management$71M
Clients136
Advisors1
Avg. per Client$520K
Avg. per Advisor$71M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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