Our Fees - Luminvest Wealth Management

First $5 million: 0.25%
Next $5 million: 0.10%
Over $10 million: 0.05%
*Minimum quarterly fee of $625.

Features

Low fees

More money stays in your pocket or your portfolio

Transparency

No hidden fees or costs

Full-service

Retirement, advice, and investments - all in one place

$500 start-up fee

starting at $150 /month (depending on complexity)

Features

Pay as you go

Monthly subscription you can cancel at any time

Advice without an agenda

Unbiased advice to help you reach your goals

Budget-friendly

Advice, guidance, and hands-on reviews