Brendan Jung is a CFP-designated registered investment advisor at Lnw, based in Los Angeles, CA, with 10 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,163 clients with $12B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
Laird Norton Wetherby Wealth Management's annual fees typically range between 0.90% and 0.30% of the total assets they manage. The fees may be subject to an annual minimum or adjustment. The factors used to determine the fee include the historical nature of the client relationship, the number of accounts and entities, portfolio and financial complexity, unique client circumstances, the variety and scope of services provided, and the location of the advisory team. Fee arrangements, schedules, and account minimums are negotiable.
Location
1801 Century Park East, Suite 2500, Los Angeles, CA, 90067
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Regulatory History
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