About Luminvest Wealth Management
Get personalized, tax-focused financial planning in-person or from the convenience of your home.
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General Information
Firm Start Year
No. of Employees
2-4
CRD#
5592136
Firm CRD#
326261
Name of Custodial Firm
Schwab, Altruist
States Licensed in
All (SEC)
Years of Experience in Financial Services
15
Number of Years with Current Firm
1
Work with the following types of clients
Non-Profit Organizations, Individual Investors
Foreign Languages Serviced
Spanish, Portuguese
Advisory Services Provided
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Advice & Consulting, Wealth Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, JD
Securities Licenses
Series 65, Series 7, Series 63
Firm Information
Assets Managed by Firm
$315,000,000
Assets Managed by Advisor
$100,000,000.00
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Fee % Based on Assets
.25%
Minimum Fee Charged for Managed Accounts
$2500
Education
Juris Doctor - Law
J. Reuben Clark Law School (Brigham Young University)
2011 -2014
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891536/financialplanners-Luminvest-Wealth-Management-detailed-disclosure.html