JL
JL

Justin Lunt

2 Years of Experience
Boise, ID

Justin Lunt is a registered investment advisor at Scratch Capital, based in Boise, ID, with 2 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 108 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
108 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$141.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.80%
$2.5M - $5.0M0.70%
$5.0M - $10.0M0.60%
$10.0M - $30.0M0.40%
$30M+0.25%

Annual fee is negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

250 S. 5th St., Suite 680, Boise, ID, 83702

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Justin works as a realtor for eXp Realty since May 2021. This requires minimal time.

Employment History
Current Registrations
Scratch Capital
December 2023 - Present · 2 yrs 5 mos
State Registrations2 states
IDTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.