Lumiere Financial Group offers investment advice tailored to clients' needs. Services include portfolio management (both discretionary and non-discretionary), asset allocation, and financial planning. Financial planning is offered at three levels: Gold, Platinum, and Diamond, each with increasing services and response times. Lumiere also offers financial consulting and pension consulting services. They may use sub-advisers to manage portions of client accounts.
Assets Under Management$60M
Clients137
Advisors5
Avg. per Client$440K
Avg. per Advisor$12M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees for individual clients invested in 403(b) plans are charged an annual asset-based fee of 1.45% to 1.65% and are billed quarterly in arrears, pursuant to the terms of the agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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