Luma Financial provides investment management services tailored to clients' individual needs, focusing primarily on equity securities. Luma Financial has the authority to make trades without asking first. Clients can terminate the agreement with 30 days' notice. It is the client’s responsibility to ensure that Luma Financial is promptly notified if there are ever any significant changes to the client’s financial situation, goals, objectives, or needs.
Assets Under Management$5.2M
Clients8
Advisors1
Avg. per Client$650K
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.40% |
Fees are negotiable based on the size of the client’s portfolio, complexity of investment strategy, and types of holdings.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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