20 Luke Kratz

Luke Kratz of The Kratz Financial Group is part of this year's WP Top 50 Advisors.

20 Luke Kratz
The Kratz Financial Group
CIBC Wood Gundy
Victoria, BC

AUM GROWTH: $8,250,000
AUM PER CLIENT: $726,316
REVENUE PER CLIENT: $6,705
CLIENTS AT END OCT 2015: 190
RETENTION RATE: 88.10%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 12

Luke Kratz’s fee-based business has seen recurring revenues improve (his revenue per client is a solid $6,705) thanks to his strategy of disengaging clients who were inappropriate for his business and adding clients who invest more than $8,000 per year. This rebalancing of his practice has allowed him to manage his resources and provide a dramatically higher level of advice and service to his clients.

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