Lumina Financial Consultants, Llc
Mill Valley, California
Lumina Financial Consultants, LLC, headquartered in Mill Valley, CA, is a prominent investment advisory firm with a local presence and three offices. With a team of six dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Each investment advisor at Lumina Financial Consultants manages an average of approximately $76,580,000 in assets under management, which falls within the industry average. Their compensation structure encompasses various models, including a percentage of assets under management and performance-based fees. With a robust portfolio, Lumina Fin...
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Assets Under Mgmt

$132.17M

Investment Professionals

6

Locations

2

% 401K & Individual

10%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
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