Assets Under Management

$140.7M

Number of Clients

742

Number of Advisors

4

Average Client AUM

$190K

AUM per Advisor

$35.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Luminist Capital offers investment advisory services including market participation models, all weather models, risk managed models, stock portfolios, and custom option overlay strategies. They also provide financial planning and consulting services covering various financial areas. The firm may recommend third-party investment advisers and acts as a co-advisor for unaffiliated third-party investment advisers.

Fee Structure

Minimum Investment:None
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Loading...
Location

MI, United States

4 Advisors at this firm

Luminist Capital, Llc | TrueAdvisor