Justin Lueger is a CFP-designated registered investment advisor at Invisor, based in Seneca, KS, with 10 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 265 clients with $200M 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 | 1.50% |
| $100K - $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Customized fee schedule for accounts over $10,000,000. Investment Management Only fees are lower. Wealth Launch fees are lower still for accounts under $500,001.
Fee Estimator
Contact
Justin Lueger
Location
225 Main Street, Suite 100, Seneca, KS, 66538
Get directionsHistory
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
Justin is the President of Invisor Solutions LLC, a third-party administrative services provider, dedicating about half his time to this role. He also manages Mercier Properties LLC, an agricultural real estate management company, spending minimal time on this activity.
Employment History
Current Registrations
Invisor
State Registrations1 state
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
Additional Information
Justin leadsInvisor Financial. He especially enjoys providing financial planning and investment education. Prior to starting Invisor he worked at Bayer HealthCare LLC in business development and marketing. Justin has an MBA in finance with highest distinction from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ professional. He has passed the Series 65 Uniform Investment Adviser Law exam and is registered as an investment advisor representative in the State of Kansas.