Jeffrey
Lutz
Invest Capital Partners
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About this Advisor
Jeffrey Lutz is a financial advisor based out of Springboro, Ohio with 5 years of relevant experience. Lutz is on the advisory team at Invest Capital Partners. Over the course of their career, Lutz has held roles at Morgan Stanley, Morgan Stanley Private Bank, N.A and Invest Capital Partners, LLC. Lutz holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio and Texas. Invest Capital Partners is a financial advisory firm operating out of Springboro, OH. The firm has offices in four locations and a total of seven financial advisors. It administers $130 million in total assets among its 821 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 821 customer accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial management fee schedules largely vary depending on the type of financial services offered. Fee types charged by Invest Capital Partners most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Invest Capital Partners Brokerage Details
$130,233,012
7
821
$158,627
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Jeffrey Lutz Work History
Jeffrey has been registered as a financial advisor for 5 years.*
Invest Capital Partners, LLC
Morgan Stanley
Morgan Stanley Private Bank, N.A
Morgan Stanley
Morgan Stanley
*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 Jeffrey Lutz 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 Invest Capital Partners
Granville, OH
Springboro, OH
Columbus, OH
Springboro, OH
Springboro, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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