Lutz Financial
Assets Under Management
$2.6B
Number of Clients
881
Number of Advisors
10
Average Client AUM
$3.0M
AUM per Advisor
$261.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lutz Financial provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, high net worth individuals, retirement plans, charitable organizations, and business entities. They primarily use mutual funds, individual bonds, and ETFs.
Fee Structure
Investment advisory fees are based on a percentage of assets managed, as shown in the table. Financial planning services are offered on a stand-alone basis for a fixed fee of $5,000 or an hourly rate of $200-$500. The firm maintains a minimum fee of the lesser of 1.50% annually or $1,250 per quarter. Lutz Financial generally maintains a minimum asset level of $500,000.
Areas of Practice
Location
13616 California Street, Suite 300, Omaha, NE, 68154-5336