Luminary Wealth Advisors manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning on topics like retirement, college savings, and estate planning. Additionally, they provide ongoing financial planning services where clients work with a planner to develop and implement their plan, monitor it, and make necessary changes.
Assets Under Management$13M
Clients10
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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