Lumiere Bay

Fee-Only (% of Portfolio)Fixed/Hourly

Lumiere Bay LLC acts as a third-party solicitor for Independent Investment Advisers (IIAs), connecting them with potential clients. Lumiere Bay also provides ongoing service to clients of these IIAs, acting as a liaison for inquiries, coordinating meetings, and keeping clients informed. Lumiere Bay does not manage assets directly.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm