Jennifer Kundrot is a CFP-designated registered investment advisor at Financially in Tune, based in Stoneham, MA, with 8 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 175 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financially in Tune charges a fixed fee for investment management services, paid quarterly in advance. The fee is based on the amount of assets managed, the complexity of the engagement, financial planning needs, and the frequency of reviews and meetings. While assets are not the sole factor, the following is a guideline:
- Less than $100,000: $1,000 per year
- $100,000 to $500,000: $1,000 to $7,500 per year
- $500,000 to $1,000,000: $5,000 to $12,500 per year
- $1,000,000 to $3,000,000: $7,500 to $22,000 per year
- Over $3,000,000: Negotiated fee
Contact
Jennifer Kundrot
Location
92 Montvale Avenue, Suite 2050, Stoneham, MA, 02180
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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
Jennifer is a co-owner of a real estate rental property in Belmont, MA since 2005. She spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Financially in Tune
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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