Financial Advisors at Luminary Wealth

Luminary Wealth

Luminary Wealth offers portfolio management for individuals and/or small businesses, financial planning services and pension consulting services.

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Fixed fees

Hourly charges

A percentage of assets under management

Fixed fees

Hourly charges

Operations

No Recorded Operations

1

Branches

3

Employees

3

Investment Advisors

3

Employees

3

Investment Advisors

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Client Types

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98.5%

64

Account Overview

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