John Lunt is a registered investment advisor at Lunt Capital Management INC., based in Holladay, UT, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 232 clients with $600M 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% |
Annual portfolio management fees typically range from 0.50% to 1.00% of managed assets. Sub-advisory and model portfolio services typically charge up to 0.75%, and retirement plan consulting typically charges up to 1.00%. Fees are negotiable.
Fee Estimator
Location
4725 S. Holladay Blvd, Ste 220, Holladay, UT, 84117
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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 →Other Business Activities
John is a manager for numerous family LLCs, most of which own or manage properties. John spends minimal time on these activities, and very little, if any, is spent during market hours.
Employment History
Current Registrations
Lunt Capital Management INC.
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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