Justin Luther is a CFA-designated registered investment advisor at Luther Wealth Management, based in North Charleston, SC, with 7 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 7 clients with $2.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiable in certain cases.
Fee Estimator
Location
North Charleston, SC
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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.
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Justin works as a Commercial Manager for Kinder Morgan Inc., focusing on sales and business development for liquid storage terminals. This activity, which is not investment-related, takes nearly full-time hours.
Employment History
Current Registrations
Luther Wealth Management
State Registrations1 state
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