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Rating Index
Pros
Strong advisor-to-client ratio, ensuring personalized service.
No disciplinary alerts or conflicts identified, indicating a clean regulatory history.
Diverse range of financial planning services available, catering to various client needs.
Cons
Limited geographical reach, serving only two states.
Average client balance is high, which may not be accessible for all investors.
Potential conflicts of interest related to performance-based fees and commissions.
Lumina Wealth broker Accounts
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Explore broker markets account types: forex/trading accounts with demo access.
Lumina Wealth accounts can be viewed for products that can be traded accounts with a minimum deposit of by (2+) .