Luke
Geller
Lifepro Asset Management
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About this Advisor
Luke Geller is a financial advisor operating out of San Diego, California. Geller is currently employed by Lifepro Asset Management. Their career trajectory has included roles at Lifepro Financial Services, Inc, Z57 Inc and Lifepro Asset Management, LLC. Geller is registered to operate in California. Lifepro Asset Management is a financial advisory business operating out of San Diego, CA. The company has offices in 35 locations and a total of 55 people on staff. It has $256 million in assets under management across its 2,364 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 2,364 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Lifepro Asset Management most likely include some combination of asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifepro Asset Management Brokerage Details
$256,359,928
55
2,364
$108,443
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Luke Geller Work History
Luke has been registered as a financial advisor for 0 years.*
Lifepro Asset Management, LLC
Lifepro Financial Services, Inc
Z57 Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Luke Geller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifepro Asset Management
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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