Luminescent Wealth Management provides financial planning and investment management services to individuals, high-net-worth individuals, and families. Financial planning covers cash management, risk management, insurance, education funding, retirement, estate, charitable giving, and tax planning. Investment management is tailored to client needs and objectives, using equities, bonds, mutual funds, and ETFs. Luminescent Wealth Management may also recommend sub-advisers.
Assets Under Management$130M
Clients56
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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