Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are 2.00% annually, negotiable and calculated either daily (Interactive Brokers) or monthly in advance (Schwab). Financial planning fees range from $500 to $10,000 or $150 to $1,000 per hour, based on complexity and time. The firm does not require a minimum account size. When recommending third-party investment advisers, Luminist Capital shares in a portion of their management fee.
Areas of Practice
Advisor Information
Office location
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Julie works with Safe Harbor Financial as an independent marketing organization, focusing on business development. She dedicates nearly full-time hours to project implementation, maintaining relationships with wholesalers, and implementing marketing campaigns.