LL
CFP
LL
CFP

Lameck Lukanga

11 Years of Experience

Lameck Lukanga is a CFP-designated registered investment advisor at Life Line Wealth Management LLC, based in Beverly Hills, CA, with 11 years of industry experience. Lameck operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 100 clients with $480M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
100 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$476.2M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The standard annual fee for investment management services is 1.0% of total assets under management. However, based on the size, scope, and complexity of the client’s needs and circumstances, this annual fee may be negotiated 0.5% higher or lower than the standard.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA, 90211

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Lameck is a member manager of Life Line Financial Group, a tax preparation, business management, and accounting & bookkeeping services firm, dedicating most of his time to it. He also manages special purpose investment vehicles through LifeLine Torch Management LLC, spending minimal time outside trading hours on this activity.

Employment History
Current Registrations
Life Line Wealth Management LLC
January 2015 - Present · 11 yrs 3 mos
State Registrations3 states
CALATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lameck Lukanga - Financial Advisor | TrueAdvisor