Brian
Luster
Collective Family Office, LLC
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About this Advisor
Brian Luster is a financial advisor based in York, Pennsylvania with 4 years of industry experience. Luster currently works for Collective Family Office, LLC. Over the course of their career, Luster has held roles at The Abernathy Group Ii Family Office, Bny Mellon Wealth Management, Collective Family Office, LLC and The Abernathy Group Ii, LLC. Luster has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Collective Family Office, LLC is an advisory firm that has its headquarters in York, PA. It has $314 million in assets under management between its 317 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 317 customer accounts, 56% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services depend on the services. However, fees charged by Collective Family Office, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Collective Family Office, LLC Brokerage Details
$314,407,149
3
317
$991,821
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brian Luster Work History
Brian has been registered as a financial advisor for 4 years.*
Collective Family Office, LLC
Bny Mellon Wealth Management
The Abernathy Group Ii Family Office
The Abernathy Group Ii, LLC
*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 Brian Luster 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 Collective Family Office, LLC
York, PA
York, PA
York, PA
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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