Luminist Capital, LLC
Assets Under Management
$140.7M
Number of Clients
742
Number of Advisors
4
Average Client AUM
$190K
AUM per Advisor
$35.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Luminist Capital, LLC provides investment advisory services, including portfolio management using various models (Market Participation, Tactical Market Participation, All Weather, Risk Managed, and Stock Portfolios) and custom option overlay strategies. They also offer financial planning and consulting services covering various financial areas. The firm may recommend third-party investment advisers and act as a co-advisor for unaffiliated third-party investment advisers.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
The fee is negotiable. A client may aggregate multiple accounts to negotiate a lower fee.
Fee Estimator
Portfolio management fees are 2.00% annually, negotiable and calculated either daily or monthly depending on the custodian. Financial planning fees range from $500 to $10,000 on a fixed basis or $150 to $1,000 per hour, also negotiable. 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
Location
MI, United States