Ashley Doyle is a CFP-designated registered investment advisor at Lumina Wealth Management, LLC, based in Wilmington, NC, with 20 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 158 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lumina Wealth Management charges a percentage of your portfolio each year for investment management. The exact percentage is negotiable, but it will not be higher than 1.25%. The minimum portfolio value is generally $50,000, and the minimum annual fee is $1,500. Fees are usually paid quarterly, in advance, based on the value of your account at the end of the previous quarter.
Location
1427 Military Cutoff Road, Suite 207, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lumina Wealth Management, LLC
Previous Registrations
Anlyan & Hively Private Client Group, LLC
Wells Fargo Advisors, LLC
State Registrations1 state
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