David Lutz is a CFP-designated registered investment advisor at Lifeguide Financial Advisors, LLC, based in Mount Joy, PA, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 778 clients with $560M 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 $100K | 1.60% |
| $100K - $500K | 1.30% |
| $500K - $1.0M | 0.93% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.37% |
Minimum annual fee of $1,800 per household. Fees may be negotiable.
Fee Estimator
Location
1014 West Main Street, Suite 3A, Mount Joy, PA, 17552
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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
David is a shareholder and member of Psalms241, LLC, a rental property business, since 2021. He spends minimal time on management decisions for the LLC.
Employment History
Current Registrations
Lifeguide Financial Advisors, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
State Registrations1 state
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