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Douglas John Lutkus |
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Registered
Investment Advisor |
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Investment Education ?Consultation ? Financial Planning |
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HHome ? Planning Services ? Investment Process ? Investment Fees ? Tools ? Education ? Disclosures ? Contact |
Douglas Lutkus provides investment education, strategy consultations and specific recommendations, tailored to each investors risk tolerance and financial plans.
We start with a tailored Investment Plan and Process, see Planning Services and Investment Process.
We then monitor your
investments on a quarterly, monthly, bi-annual and annual basis, see
Investment Fees.
See below for difference between Investment Consultations and Commission Advisors.
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Investment Consultations
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Commission
Advisors
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Transactions
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No charge for each transaction consultation
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Commission charged for every transaction
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Advisory Fee
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Fee based on total assets in your account
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N/A
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Legal Obligation
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Investment advisor has a fiduciary obligation to you
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Broker is held to a suitable standard
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Front/Back-End Sales Charges
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None; mutual funds are purchased at Net Asset Value
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Sales charges apply according to the mutual fund
share class purchased
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Douglas John Lutkus is a registered investment adviser in the state of California