Andrew Lunt is a registered investment advisor at Scratch Capital, based in Boise, ID, with 6 years of industry experience. Andrew 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
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% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $30.0M | 0.40% |
| $30M+ | 0.25% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
250 S. 5th St., Suite 680, Boise, ID, 83702
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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
Andrew is the sole owner of commercial land through Lunt Ventures LLC since 2021, and an owner of real estate investment through Thunderbird Ventures LLC since 2022, dedicating minimal time to each. He is also a managing member of Scratch Accounting Services LLC, spending a few hours per week on accounting and tax services.
Employment History
Current Registrations
Scratch Capital
Previous Registrations
Rw Investment Management LLC
State Registrations2 states
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