Luke Loo is a registered investment advisor at Sullivan Mermel, INC., based in Chicago, IL, with 3 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 45 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Sullivan Mermel offers a standard retainer for comprehensive financial planning for a fixed fee. The base fee ranges from $875 to $2,975 based on the complexity of the client's situation. An income component is calculated at 1% of the client's total income (excluding capital gains). A net worth component is also added, ranging from $2,500 to $55,000 depending on the client's marketable net worth. Premium service, when requested, ranges from a 10-25% add on charge. The minimum fee for the standard retainer is $6,000. Clients can pay annually, quarterly, or monthly.
Sullivan Mermel offers a financial strategy session for a fee of $2,500. Discounts may apply.
Contact
Luke Loo
Location
3744 N. Southport Unit G, Chicago, IL, 60613
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 →Employment History
Current Registrations
Sullivan Mermel, INC.
Previous Registrations
Orgel Wealth Management, LLC
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
Luke was born and raised in Eau Claire, Wisconsin. He graduated with a degree in Finance from the University of Illinois at Urbana-Champaign. Luke is a CERTIFIED FINANCIAL PLANNER™ professional.