Mark Lund
Mark Lund is a registered investment advisor at Stonecreek Wealth Advisors, based in South Jordan, UT, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 273 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be lower and are negotiable.
Fee Estimator
Location
10421 South Jordan Gateway, Suite 600, South Jordan, UT, 84095
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 ActivitiesSells Insurance
Mark sells term life insurance, universal life insurance, health insurance, and fixed annuities through Stone Creek Wealth Advisors. He also serves as President of Financial Educators of Utah, providing financial education, and spends minimal time as a sales representative for Everbank.
Employment History
Current Registrations
Stonecreek Wealth Advisors
Previous Registrations
Spc
State Registrations1 state
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