Lunea Wealth Management offers investment management and financial planning services. Investment management involves continuous advice based on individual client needs, including developing investment policies and managing portfolios. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. They also offer project-based financial planning and financial consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable. The initial fee of $4,000 covers the initial construction of the comprehensive financial plan. If Lunea Wealth Management utilizes an Outside Manager, the combined fee charged to the Client will not exceed 2% of assets under management.