Dylan Lund is a CFP-designated registered investment advisor at Dylan Lund Financial, LLC, based in Delavan, WI, with 3 years of industry experience. Dylan 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 4 more. Their firm serves 2 clients with $260K 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Minimum annual fee of $2,040. Fees may be negotiable.
Fee Estimator
Location
Delavan, WI
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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
Dylan Lund Financial, LLC
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations1 state
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