• Services
  • Accounting
  • Consulting
  • Financial
  • M&A
  • Talent
  • Tech
  • Accounting Services
  • Consulting Services
  • Financial Services
  • M&A Services
  • Talent Services
  • Tech Services
Business Insights
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

Webinars & Events
Register Today

Register for an upcoming event or access our library of on-demand recordings.

Lutz Talk Business
Tune In

Subscribe today for entrepreneurially spirited episodes of witty commentary for young professionals.

Download Now

Take a deep dive into challenging business topics with these free educational resources. 

  • News & Insights
  • About

Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

  • Contact

Log in to your relevant client portal to access your account, upload documents, or make a payment.

Fee Schedule

Investment Advisory Fees

Lutz Financial’s annual investment advisory fee is generally based on a percentage (%) of the market value of the assets placed under our management, as follows: 

First $1,000,000 1.00%
Next $1,000,000 0.75%
Next $3,000,000 0.50%
Next $5,000,000 0.35%
Next $10,000,000 0.25%
Financial Planning Fees

Lutz Financial provides financial planning on a stand-alone fee basis. Our planning fees generally range from $2,000 to $5,000 on a fixed fee and hourly rate basis, with the amount depending on the services required and the professional providing them.


Recommended Investment Amount

We believe that our ongoing investment advisory services are most appropriate for clients placing at least $1,000,000 under our management. We may allow flexibility and will evaluate each relationship as necessary.

Please see our ADV Part 2A and ADV Part 2B for more details.