Areas of Practice
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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees negotiable for accounts over $10,000,000. Clients with at least $1,000,000 in assets under management are eligible for comprehensive service, which includes investment management and financial planning on an ongoing basis. The fee schedule for Investment Management with financial planning included is: $0 - $1,000,000: 1.00%, $1,000,001 - $3,000,000: 0.75%, $3,000,001 - $10,000,000: 0.50%, $10,000,001 and Above: Negotiable
Fee Estimator
Contact
Lucas Wennersten
Location
9375 E. Shea Blvd., Suite 113D, Scottsdale, AZ, 85260
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 →Employment History
Current Registrations
49th Parallel Wealth Management
Previous Registrations
Cardinal Point Wealth Management
Cardinal Point Wealth Management
Cardinal Point Wealth Management, LLC
Transition Financial Advisors Group, INC.
Lincoln Financial Advisors Corporation
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