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Lumina Wealth Deposit

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 Deposit