Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Customized fee schedule for assets over $10,000,000. Minimum quarterly fee of $250.
Fee Estimator
Fees for project-based financial planning range from $250 to $15,000, while hourly financial planning is billed between $100 and $300 per hour. Ongoing financial planning has an upfront charge of $1,000 and a monthly fee of $195. Wealth Management and Investment Management Only fees are based on a percentage of assets under management. There is a minimum quarterly fee of $250 for Wealth Management and Investment Management Only services.
Areas of Practice
Advisor Information
Office location
225 Main Street, Suite 100, Seneca, KS, 66538
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Justin Francis LuegerRegulatory 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.
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Justin is the President of Invisor Solutions LLC, a third-party administrative services provider, dedicating about half his time to this role. He also manages Mercier Properties LLC, an agricultural real estate management company, spending minimal time on this activity.
Employment History
Current Registrations
Invisor
State Registrations1 state
Exams
Additional Information
Justin leadsInvisor Financial. He especially enjoys providing financial planning and investment education. Prior to starting Invisor he worked at Bayer HealthCare LLC in business development and marketing. Justin has an MBA in finance with highest distinction from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ professional. He has passed the Series 65 Uniform Investment Adviser Law exam and is registered as an investment advisor representative in the State of Kansas.