Luminvest Wealth Management (LWM) offers investment advisory services to individuals and other clients. LWM provides asset management and financial planning or consulting services designed to help clients meet their financial goals. LWM works with clients to understand their financial situation, goals, and risk tolerance. LWM offers individualized investment advice to Comprehensive Portfolio Management clients and general investment advice to Financial Planning & Consulting clients.
Assets Under Management$400M
Clients140
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$200M
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.25% |
| $5.0M - $10.0M | 0.10% |
| $10M+ | 0.05% |
Minimum account fee of $2,500 for accounts that would not exceed the equivalent of a 2.00% annual fee based on the size of the account. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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