LP
LP

Luke Dominic Podbury

9 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
258 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$275.8M

Fee Structure

Minimum Investment:$750K
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.01%
$1.0M - $2.0M0.01%
$2.0M - $3.0M0.01%
$3.0M - $5.0M0.01%
$5.0M - $7.0M0.01%
$7.0M - $10.0M0.01%
$10.0M - $15.0M0.01%
$15M+0.01%

Lower fees for comparable services can sometimes be available from other sources.

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

7825 Fay Avenue, Suite 140, La Jolla, CA, 92037

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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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Employment History
Current Registrations
Canter Wealth
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
The Retirement Group, LLC
December 2022 - January 2023 · 1 mo
Fsc Securities Corporation
November 2022 - January 2023 · 2 mos
Fsc Securities CorporationBroker
November 2022 - January 2023 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - September 2022 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2018 - September 2022 · 4 yrs 4 mos
Capital One Advisors, LLC
May 2017 - April 2018 · 11 mos
Capital One Investing, LLCBroker
April 2017 - April 2018 · 1 yr
Spire Securities, LLCBroker
March 2016 - March 2017 · 1 yr
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.