Mark R. Lemmond CPA, PLLC provides investment advisory services, mainly portfolio management, to individuals. They invest client assets solely in mutual funds and do not purchase individual stocks. The firm determines the mix of investments based on discussions with clients and their stage in life. They rebalance portfolios periodically. The firm also offers small business accounting and tax preparation services.
Assets Under Management$2.1M
Clients8
AdvisorsN/A
Avg. per Client$260K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30K | 3.00% |
| $30K+ | 0.50% |
For assets equal to or less than $30,000, the minimum management fee is $150 per year, not to exceed 3% of assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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