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
5-9
CRD#
5592136
Firm CRD#
326261
Name of Custodial Firm
Schwab, Altruist
States Licensed in
All (SEC)
Years of Experience in Financial Services
19
Number of Years with Current Firm
3
Work with the following types of clients
Non-Profit Organizations, Individual Investors
Foreign Languages Serviced
Spanish, Portuguese
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, 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 7, Series 63, Series 65
Firm Information
Firm's Number of Clients
100
Firm's Number of Planning Clients
100
Firm's Number of Managed Clients
100
Assets Managed by Firm
$400,000,000
Advisor's Number of Clients
75
Advisor's Number of Managed Clients
75
Advisor's Number of Planning Clients
75
Total Assets Under Management by Advisor
$400,000,000.00
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Flat Fee, Hourly, Based on Assets
Fee % Based on Assets
.25%
Minimum Fee Charged for Managed Accounts
$2500
Minimum Fee Charged for Hourly Planning Accounts
$500
Education
Juris Doctor - Law
J. Reuben Clark Law School (Brigham Young University)
2011 -2014
Master of Laws (LLM) in Taxation -
Georgetown Law
09/2015 -05/2022
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891536/financialplanners-Luminvest-Wealth-Management-detailed-disclosure.html