Lonnie Wollin is a registered investment advisor at Rim Associates, INC, based in Salt Lake City, UT, with 4 years of industry experience. Lonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 50 clients with $37M 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 | 1.00% |
Fees are negotiable based on the amount of assets being managed; clients may also aggregate assets to achieve a lower fee.
Fee Estimator
Location
Salt Lake City, UT
Get directionsHistory
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 →Other Business Activities
Lonnie is an owner/accountant at Wollin & Neuschatz, Inc., providing accounting and tax preparation services. This activity takes about a quarter of Lonnie's time, plus an additional quarter of his time during trading hours.
Employment History
Current Registrations
Rim Associates, INC
State Registrations3 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.