Lumiere Financial's Form ADV discloses 1.30% on the first $1 million, 1.00% on the next $2 million, 0.90% on the next $2 million, 0.80% on the next $5 million, and 0.75% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #319171), Lumiere Financial is subject to fiduciary duty under federal law.
Lumiere Financial is headquartered in NEW YORK, NY.
Lumiere Financial serves 18 high-net-worth clients according to their SEC filing dated April 20, 2026. View client details ↓
According to their SEC Form ADV, Lumiere Financial offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
Lumiere Financial manages $83 million in client assets according to their SEC filing dated April 20, 2026.
According to their SEC Form ADV, Lumiere Financial serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓