Kyle Lunde is a registered investment advisor at Smartharvest Portfolios, based in Seattle, WA, with 11 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 255 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SmartHarvest Portfolios provides investment management services to other advisors, who then offer these services to their clients. The annual fee ranges from 0.05% to 0.2% of the assets managed. The fee depends on the scope and complexity of the services, the amount of assets managed, and the overall relationship with the other advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Smartharvest Portfolios
Previous Registrations
Catalina Capital Group, LLC
Parametric Portfolio Associates
Eaton Vance Distributors, INC.Broker
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations2 states
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