Timothy Luker is a registered investment advisor at Brightstone Advisors LLP, based in Fishers, IN, with 32 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 40 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees over $10,000,000 are negotiated.
Fee Estimator
Location
11650 Lantern Road, Suite 207, Fishers, IN, 46038-3100
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Timothy is a managing member (owner) of Lapel's Ice Cream Plus, LLC since 2015. This activity is not investment-related.
Employment History
Current Registrations
Brightstone Advisors LLP
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations1 state
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