How does the advisor help clients – Key Takeaways:
The team at LUNA PARTNERS understands that their clients’ financial needs and goals are unique. With this in mind, they strive to provide personalized and comprehensive financial planning and advisory services. Their expertise and experience allow them to help clients achieve their financial objectives through tailored strategies and solutions.
Facts and Insights
Established in 2005, LUNA PARTNERS is a leading financial advisory firm that offers a range of wealth management services to individuals and businesses. The firm is headed by a team of highly qualified and experienced financial experts who are dedicated to helping their clients navigate the complexities of the financial world.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
LUNA PARTNERS serves a diverse group of clients, including high-net-worth individuals, families, and small businesses. Their clients range from young professionals just starting to build their wealth to retirees looking to preserve and distribute their assets.
Fees & Compensation
LUNA PARTNERS is a fee-based advisory firm, which means they charge a percentage of the assets under management as their fee. This aligns their interests with their clients’ goals, as their compensation is directly tied to the performance of their clients’ investments. They also offer hourly consulting services for clients who need specific financial advice or services.
Background
The team at LUNA PARTNERS has a wide range of experience and expertise in the financial industry. With a combined experience of over 50 years, they have successfully helped numerous clients achieve their financial goals. They are committed to staying current with industry trends and regulations, ensuring that their clients receive the best possible advice and solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, LUNA PARTNERS is committed to operating with full transparency and disclosing any potential conflicts of interest to their clients. They adhere to strict compliance and ethical standards to ensure the best interest of their clients is always prioritized.