Luedtke & Associates offers investment advice and manages investment portfolios for individuals and businesses. Luedtke also provides financial planning services covering areas like taxes, estate planning, and retirement. Luedtke may recommend third-party asset managers to manage client portfolios. Luedtke does not offer or sell proprietary products.
Assets Under Management$250M
Clients482
Advisors3
Avg. per Client$510K
Avg. per Advisor$83M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Fees are negotiable. Luedtke also receives fees from DPL Financial Partners for providing ongoing advice related to insurance products.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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