Luther Wealth is a financial advisory and planning firm owned and operated by Justin Luther. Luther Wealth provides portfolio management services using primarily low fee index funds and ETFs. Asset allocation is driven by Luther Wealth’s proprietary Modern Portfolio Theory portfolio optimizer. In some cases, Luther Wealth may provide clients with financial planning services at no additional charge.
Assets Under Management$2.5M
Clients7
Advisors1
Avg. per Client$350K
Avg. per Advisor$2.5M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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