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Credentials
CFA®, Series 65
Experience Industry experience
7 years
Location
Remote
Tanager Wealth Management
Team
Luke Harrison is a CFA® charterholder with seven years of industry experience. He has worked at Tanager Wealth Management since 2023 and previously held roles at Pilotage Wealth Management AG and Pilotage Private Wealth AG, as well as a consulting position from 2018 to 2023. Tanager Wealth Management serves individuals, high-net-worth clients, trusts, charities, and retirement plans by providing discretionary and non-discretionary portfolio management, independent manager recommendations, and comprehensive financial planning. The firm’s investment approach focuses on asset allocation and fundamental analysis, tailoring portfolios to client objectives and risk tolerance with regular reviews.
Based on Tanager Wealth Management
Based on Tanager Wealth Management
Fixed financial planning fee of $10,000
$0 - $1,000,000: 1.50% total fee (1.25% annual fee + 0.25% Bespoke Beta Fee) $1,000,001 - $3,000,000: 1.25% total fee (1.00% annual fee + 0.25% Bespoke Beta Fee) $3,000,001 - $10,000,000: 1.00% total fee (0.75% annual fee + 0.25% Bespoke Beta Fee) $10,000,001 - $20,000,000: 0.75% total fee (0.50% annual fee + 0.25% Bespoke Beta Fee) $20,000,001+: 0.65% total fee (0.40% annual fee + 0.25% Bespoke Beta Fee)
Minimum fee: $10,000 minimum annual fee for all clients Fee-only: Fixed fee of $10,000 for creating client financial plans (non-negotiable)
Pennsylvania
7 years of industry experience
Tanager Wealth Management LLP
2024 - Present • 2 years
London
Tanager Wealth Management
2023 - 2024 • 1 year
London
Consulting
2018 - 2023 • 5 years
Zurich
Pilotage Private Wealth AG
2017 - 2018 • 1 year
Zurich
Pilotage Wealth Management AG
2012 - 2016 • 4 years
Zurich
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Is not active or affiliated with:
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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