Teresa Lundine
Teresa Lundine is a registered investment advisor at Stronghold Capital Partners LLC, based in Scottsdale, AZ, with 26 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 393 clients with $33M 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% |
In addition to Stronghold's 1% fee, sub-advisors may charge an additional 0.15% to 1% based on assets invested in their models. The annual fee is negotiable.
Fee Estimator
Location
Scottsdale, AZ
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Regulatory History (1)
Customer Dispute
March 2000Other Business ActivitiesSells Insurance
Teresa is an insurance agent through Stronghold Wealth Partners, transacting insurance-related products. This activity takes about half of her time.
Employment History
Current Registrations
Stronghold Capital Partners LLC
Previous Registrations
United Advisors America
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State Registrations1 state
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.