Martin Lunn is a registered investment advisor at Wilson David Investment Advisors, based in Aiken, SC, with 11 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14 clients with $6.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K+ | 1.00% |
Fee Estimator
Location
Aiken, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin is the CEO of Greenshores South Corp and Narwhal Management, LLC. Greenshores manages Narwhal, which is an asset management company, and Martin spends about a quarter of his time managing both businesses.
Employment History
Current Registrations
Wilson David Investment Advisors
State Registrations1 state
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