Luminvest Wealth Management provides personalized portfolio management and financial planning services to individuals, high net worth individuals, trusts, estates, and charitable organizations. Luminvest Wealth Management designs customized investment portfolios utilizing individual stocks, bonds, exchange-traded funds, options, and mutual funds, and continuously monitors and rebalances them based on each client's specific goals and risk tolerance. For financial planning and consulting, Luminvest Wealth Management addresses a wide range of topics including retirement planning, estate planning, charitable giving, education planning, tax planning, real estate analysis, debt management, and insurance analysis. Luminvest Wealth Management operates as a registered investment advisor legally required to act in your best interest, and is wholly owned by Trent White.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.25% |
| $5.0M - $10.0M | 0.10% |
| $10M+ | 0.05% |
Fees are negotiable and billed quarterly in arrears based on the portfolio value on the last day of the quarter.
