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How does the advisor help clients – Key Takeaways:
LUTHER WEALTH MANAGEMENT has years of experience in financial planning and providing expert investment advice. They prioritize their clients’ goals and create customized financial plans to help clients achieve their financial objectives. They also offer a variety of financial services to meet the individual needs of their clients.
Facts and Insights
LUTHER WEALTH MANAGEMENT was founded in 2005 and is headquartered in Chicago, Illinois. They currently have a team of highly qualified financial advisors who have years of experience in the industry. The firm has an assets under management of $500 million and offers a wide range of financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
LUTHER WEALTH MANAGEMENT offers a variety of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance
Client Types
LUTHER WEALTH MANAGEMENT works with a diverse range of clients including individuals, families, and businesses. They cater to clients with different financial goals, risk tolerance, and investment preferences. Their team of financial advisors is dedicated to providing personalized and comprehensive financial solutions to each client.
Fees & Compensation
The fees and compensation structure of LUTHER WEALTH MANAGEMENT is transparent and clearly explained to their clients. They charge a percentage of assets under management as a management fee, which is typically lower for larger portfolios. The firm also offers commission-based services for specific investment products, such as insurance or mutual funds. They adhere to a fiduciary standard and always act in the best interest of their clients.
Background
LUTHER WEALTH MANAGEMENT was founded by John Luther, a highly experienced financial advisor with over 25 years of experience in the industry. He and his team of financial advisors have a strong academic background, with degrees in finance, economics, and other related fields. They also hold various professional certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a reputable financial advisor, LUTHER WEALTH MANAGEMENT follows strict compliance guidelines and always discloses any potential conflicts of interest to their clients. They have a clean record with no legal or regulatory actions taken against the firm or its advisors. This signifies their commitment to ethical and responsible financial practices.