Luke Estep is a CFP-designated registered investment advisor at Amj Financial Wealth Management LLC, based in Leesburg, VA, with 2 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, High Net Worth, Investment Management, and 2 more. Their firm serves 434 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AMJ Financial offers investment management services where they manage your investments based on your goals and risk tolerance. The annual fee is a percentage of the assets they manage. There are two different fee schedules depending on the investment strategy used:
Strategic Asset Allocation Strategy (Exchange Traded Fund and Mutual Fund Based):
- Under $250,000: 1.5%
- $250,000 - $499,999: 1.45%
- $500,000 - $749,999: 1.25%
- $750,000 - $999,999: 1.15%
- $1,000,000 - $1,999,999: 1.00%
- $2,000,000 - $4,999,999: 0.90%
- $5,000,000 and Above: Negotiable
Dynamic Asset Allocation Strategy (Stocks Based & Dynamic Yield Based):
- $250,000 - $399,999: 1.65%
- $400,000 - $599,999: 1.50%
- $600,00 - $999,999: 1.40%
- $1,000,000 - $1,999,999: 1.30%
- $2,000,000 - $4,999,999: 1.15%
- $5,000,000 and Above: Negotiable
These fees are negotiable depending on the client's needs and the complexity of the situation.
Location
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176
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Regulatory History
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Current Registrations
Amj Financial Wealth Management LLC
State Registrations1 state
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