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Barbara Ina Luttenberger

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Financial Plan Fee:$500 - $50,000
Hourly Rate:$60 - $500/hr

SCA's investment advisory services are typically fee-based on a percentage of assets under management. Financial planning and asset allocation services are typically charged on an hourly or fixed fee basis. Hourly rates range from $60 to $500 per hour. Total costs for financial plans may range from $500 to $50,000 or more. Fees are negotiable and determined on a client-by-client basis.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

225 South Lake Avenue, Suite 1020, Pasadena, CA, 91101

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Barbara works as a client associate for Snowden Capital Advisors LLC, a broker-dealer, since 2015. This takes about half of Barbara's time, with minimal time spent during core business hours.

Employment History
Current Registrations
Snowden Capital Advisors LLC
December 2015 - Present · 10 yrs 1 mo
Snowden Account Services LLCBroker
April 2015 - Present · 10 yrs 9 mos
Previous Registrations
Quest Capital Strategies, INC.Broker
April 2012 - November 2012 · 7 mos
Northwestern Mutual Investment Services, LLC Broker
December 2009 - March 2010 · 3 mos
Quest Capital Strategies, INC.Broker
October 2006 - December 2007 · 1 yr 2 mos
Quest Capital Strategies, INC.Broker
October 2003 - October 2004 · 1 yr
Interfirst Capital CorporationBroker
August 2000 - October 2001 · 1 yr 2 mos
Wm Financial Services, INC.Broker
May 1998 - August 1998 · 3 mos
Great Western Financial Securities CorporationBroker
August 1994 - May 1998 · 3 yrs 9 mos
The Weil Company Broker
September 1990 - January 1994 · 3 yrs 4 mos
Royal Alliance Associates, INC. Broker
November 1989 - July 1990 · 8 mos
Christopher Weil & Company, INCBroker
November 1988 - February 1989 · 3 mos
Integrated Resources Equity CorporationBroker
November 1988 - November 1989 · 1 yr
Christopher Weil & Company, INCBroker
January 1988 - February 1989 · 1 yr 1 mo
E. F. Hutton & Company INCBroker
November 1987 - March 1988 · 4 mos
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Barbara Ina Luttenberger - Financial Advisor | AdvisorDiscover