Luke Perry
Investment Adviser Representative at WHALEN FINANCIAL
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 - $2,000,000 | 1.20% |
| $2,000,001 - $5,000,000 | 1.00% |
| $5,000,001 - $10,000,000 | 0.50% |
| $10,000,001 and Up | 0.35% |
Whalen Financial Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at WHALEN FINANCIAL
4 other advisors in the directory
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