Luedtke & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$248,153,016
Total clients
470
12% high-net worth
Total advisors
1
of 5 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
470
Average account size
$527,985
Client services
Fee options
Retirement plan advisory fees may be flat annual or quarterly fees, negotiated on a plan-by-plan basis; some clients may pay annual flat fees payable quarterly in advance.
Hourly fees for financial planning range from $150 to $350 per hour for stand-alone or complex planning services.
Account minimum: Luedtke does not have a minimum account size requirement. However, managed account programs generally require certain account minimums, which may vary and can be combined at the household level to satisfy the minimum. Specific minimums depend on third-party program disclosures and are not explicitly stated in this brochure. Minimum fee: Some clients may pay minimum advisory fees; specific minimum fees are negotiated individually and not explicitly stated. Fee-only: Advisory fees for portfolio management are generally 1.15% annually of assets under management, billed quarterly in advance, but fees are negotiable and may vary by client. Financial planning services may have additional hourly fees if complex.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Luedtke & Associates
Adell WI, United States
Number of offices
1
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