Tabitha Lundstrom is a registered investment advisor at The Fiduciary Alliance, based in Bagley, MN, with 2 years of industry experience. Tabitha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8,964 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Alliance charges a percentage of the value of your portfolio, up to 2.00% per year. This fee is negotiable. The fee is calculated and paid quarterly, in advance. In addition, for certain alternative investments, Fiduciary Alliance may receive up to 25% of the profits above a certain return threshold. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Location
24414 Daniel Lake Drive, Bagley, MN, 56621
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Fiduciary Alliance
State Registrations1 state
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