Jesse Lunin-Pack
Jesse Lunin-Pack is a registered investment advisor at Lunin-Pack Planning and Advice, LLC, based in Cold Spring, NY, with 21 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 37 clients with $26M 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 $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $5.0M | 0.85% |
| $5M+ | 0.75% |
LPPA can negotiate a different fee rate for asset management services with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
292 Main Street, First Floor, Suite 1, Cold Spring, NY, 10516
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2020Other Business ActivitiesSells Insurance
Jesse is the CEO of Lunin-Pack Financial Group, LLC, which is a holding company, and also manages Lunin-Pack Insurance Advisors, LLC, working a few hours per week for each. Jesse also serves as a consultant for Lunin-Pack Training & Education, manages LP Property Holdings, LLC, acts as power of attorney for a family member, and is co-executor of an estate.
Employment History
Current Registrations
Lunin-Pack Planning and Advice, LLC
Previous Registrations
Lunin-Pack Planning and Advice, LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Wall Street AccessBroker
Wall Street Access Asset Management, LLC
UBS Financial Services INC.Broker
Calyon Securities (USA) INCBroker
Lehman Brothers INC.Broker
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.