John Lundin is a registered investment advisor at Kcm Investment Advisors, based in Greenbrae, CA, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,598 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Rates vary by asset class: equities, exchange-traded funds, and mutual funds are charged at 0.90%, while cash management and investment-grade fixed income are charged at 0.50%. The firm charges a minimum annual fee of $5,000. Fees are negotiable.
Fee Estimator
Location
300 Drakes Landing Road, Suite 210, Greenbrae, CA, 94904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kcm Investment Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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