Luther Wealth - Investing the right way

Bespoke Financial Advice and Financial Planning

Luther Wealth Management’s investment philosophy is grounded in the fundamentals:

Well-diversified portfolios tailored to your needs and risk preferences
Maximizing tax-advantaged investment accounts
Minimizing costs and fees
Comprehensive lifetime financial planning

I am an independent financial adviser and a CFA charterholder. I am a fiduciary, which means I am legally and morally required to manage assets for your benefit, and to act only in your best interest. Let’s have a conversation about your goals!

Services

On-demand counseling
Risk tolerance assessment
Fully tailored portfolio management
Lifetime financial planning
Traditional and Roth IRA management
Tax loss harvesting
Required Minimum Distribution calculations

Transparent Pricing

I strongly believe in transparent, low fees. At Luther Wealth, I am compensated through an Assets Under Management (AUM) fee of 0.65%. This means that you pay 0.65% of your total invested assets per year as a management fee, invoiced monthly and automatically withdrawn.

Trading activity through my custodian brokerage generates some trading commissions, but I cover those costs for my clients.